SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 309 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $407,210 | -0.9% | 16,648 | 0.0% | 0.02% | +6.2% |
| Q2 2023 | $411,000 | +0.5% | 16,648 | +0.9% | 0.02% | 0.0% |
| Q1 2023 | $409,000 | -9.7% | 16,500 | -13.5% | 0.02% | -15.8% |
| Q3 2022 | $453,000 | -25.9% | 19,073 | -24.7% | 0.02% | -20.8% |
| Q2 2022 | $611,000 | +18.4% | 25,317 | +28.9% | 0.02% | +33.3% |
| Q1 2022 | $516,000 | -1.3% | 19,645 | +2.1% | 0.02% | +12.5% |
| Q4 2021 | $523,000 | +1.9% | 19,250 | +2.8% | 0.02% | -11.1% |
| Q3 2021 | $513,000 | -19.0% | 18,724 | -18.4% | 0.02% | -10.0% |
| Q2 2021 | $633,000 | +37.6% | 22,950 | +36.4% | 0.02% | +25.0% |
| Q1 2021 | $460,000 | +11.7% | 16,824 | +10.0% | 0.02% | +14.3% |
| Q4 2020 | $412,000 | – | 15,288 | – | 0.01% | – |
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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% |