SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 233 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $456,950 | -0.6% | 18,500 | 0.0% | 0.36% | +19.0% |
| Q1 2023 | $459,540 | +2.5% | 18,500 | 0.0% | 0.30% | -15.0% |
| Q4 2022 | $448,440 | +1.9% | 18,500 | 0.0% | 0.36% | -0.6% |
| Q3 2022 | $440,000 | -1.3% | 18,500 | 0.0% | 0.36% | +6.5% |
| Q2 2022 | $446,000 | -8.0% | 18,500 | 0.0% | 0.34% | -22.4% |
| Q1 2022 | $485,000 | -3.4% | 18,500 | 0.0% | 0.44% | -0.7% |
| Q4 2021 | $502,000 | -1.0% | 18,500 | 0.0% | 0.44% | -0.2% |
| Q3 2021 | $507,000 | +0.2% | 18,500 | 0.0% | 0.44% | -0.9% |
| Q2 2021 | $506,000 | 0.0% | 18,500 | 0.0% | 0.44% | 0.0% |
| Q1 2021 | $506,000 | +1.4% | 18,500 | 0.0% | 0.44% | +4.2% |
| Q4 2020 | $499,000 | +4.2% | 18,500 | 0.0% | 0.43% | +25.2% |
| Q3 2020 | $479,000 | +2.8% | 18,500 | 0.0% | 0.34% | +5.6% |
| Q2 2020 | $466,000 | -6.4% | 18,500 | 0.0% | 0.32% | -26.4% |
| Q1 2020 | $498,000 | 0.0% | 18,500 | 0.0% | 0.44% | 0.0% |
| Q4 2019 | $498,000 | -0.4% | 18,500 | 0.0% | 0.44% | -0.7% |
| Q3 2019 | $500,000 | – | 18,500 | – | 0.44% | – |
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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% |