SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 300 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,324,050 | -0.4% | 667,377 | +0.6% | 2.31% | +3.3% |
| Q2 2023 | $16,384,951 | +2.7% | 663,358 | +3.2% | 2.23% | -5.9% |
| Q1 2023 | $15,961,348 | +8.3% | 642,566 | +5.6% | 2.37% | -8.0% |
| Q4 2022 | $14,743,382 | -3.8% | 608,225 | -5.6% | 2.58% | -15.0% |
| Q3 2022 | $15,329,000 | +5.5% | 644,612 | +7.0% | 3.04% | +4.6% |
| Q2 2022 | $14,527,000 | -28.6% | 602,300 | -22.3% | 2.90% | -24.6% |
| Q1 2022 | $20,348,000 | – | 775,449 | – | 3.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D'Orazio & Associates, Inc. | 902,445 | $23,301,000 | 9.79% |
| Astor Investment Management LLC | 1,094,173 | $28,252,000 | 4.83% |
| NOTTINGHAM ADVISORS, INC. | 952,784 | $24,477,000 | 4.55% |
| Tactical Allocation Group LLC | 120,326 | $3,107,000 | 4.52% |
| Efficient Market Advisors, LLC | 978,552 | $25,266,000 | 4.37% |
| Creative Planning | 21,119,262 | $545,299,000 | 4.25% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 671,392 | $17,335,000 | 4.19% |
| DeGreen Capital Management LLC | 183,101 | $4,728,000 | 4.09% |
| Dakota Wealth Management | 197,206 | $5,092,000 | 3.66% |
| Stratford Consulting, LLC | 290,743 | $7,507,000 | 3.52% |