SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 341 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 10.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,409 | -85.5% | 262 | -85.3% | 0.00% | – |
| Q2 2023 | $44,120 | +200.0% | 1,786 | +201.7% | 0.00% | – |
| Q1 2023 | $14,706 | +5976.9% | 592 | +5820.0% | 0.00% | – |
| Q4 2022 | $242 | – | 10 | +900.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q2 2022 | $48,000 | +220.0% | 2,010 | +242.4% | 0.00% | – |
| Q1 2022 | $15,000 | -31.8% | 587 | -27.8% | 0.00% | – |
| Q4 2021 | $22,000 | -24.1% | 813 | -22.4% | 0.00% | – |
| Q3 2021 | $29,000 | -27.5% | 1,048 | -27.8% | 0.00% | – |
| Q2 2021 | $40,000 | -28.6% | 1,452 | -28.9% | 0.00% | – |
| Q1 2021 | $56,000 | +366.7% | 2,041 | +363.9% | 0.00% | – |
| Q4 2020 | $12,000 | -14.3% | 440 | -21.0% | 0.00% | – |
| Q3 2020 | $14,000 | -22.2% | 557 | -20.9% | 0.00% | – |
| Q2 2020 | $18,000 | – | 704 | +8700.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 8 | -99.1% | 0.00% | – |
| Q4 2019 | $23,000 | +91.7% | 867 | +98.4% | 0.00% | – |
| Q3 2019 | $12,000 | +9.1% | 437 | +4.0% | 0.00% | – |
| Q2 2019 | $11,000 | +120.0% | 420 | +110.0% | 0.00% | – |
| Q1 2019 | $5,000 | -61.5% | 200 | -60.1% | 0.00% | – |
| Q4 2018 | $13,000 | +225.0% | 501 | +234.0% | 0.00% | – |
| Q3 2018 | $4,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassaday & Co Inc. | 1,104,206 | $28,367,000 | 13.66% |
| D'Orazio & Associates, Inc. | 860,220 | $22,099,000 | 10.79% |
| Tactical Allocation Group LLC | 272,315 | $6,996,000 | 8.20% |
| NOTTINGHAM ADVISORS, INC. | 952,784 | $24,477,000 | 4.55% |
| Creative Planning | 20,026,661 | $514,484,000 | 4.23% |
| Efficient Market Advisors, LLC | 749,805 | $19,262,000 | 4.14% |
| Stratford Consulting, LLC | 283,895 | $7,293,000 | 3.77% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 586,443 | $15,066,000 | 3.67% |
| Dakota Wealth Management | 201,781 | $5,184,000 | 3.51% |
| Advisory Alpha, LLC | 230,698 | $5,922,000 | 3.40% |