SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 320 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88,952 | -33.3% | 3,637 | -32.6% | 0.00% | -42.9% |
| Q2 2023 | $133,363 | -90.2% | 5,399 | -90.2% | 0.01% | -90.5% |
| Q1 2023 | $1,362,153 | -10.2% | 54,837 | -12.4% | 0.07% | -20.4% |
| Q4 2022 | $1,517,317 | +2471.7% | 62,596 | +2480.2% | 0.09% | +2225.0% |
| Q3 2022 | $59,000 | 0.0% | 2,426 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $59,000 | -55.3% | 2,426 | -50.1% | 0.00% | -50.0% |
| Q4 2021 | $132,000 | -99.6% | 4,861 | -99.6% | 0.01% | -99.2% |
| Q3 2021 | $30,001,000 | +12.4% | 1,095,345 | +13.2% | 0.96% | +12.6% |
| Q2 2021 | $26,687,000 | +9.1% | 967,605 | +8.1% | 0.85% | -3.4% |
| Q1 2021 | $24,464,000 | – | 895,141 | – | 0.88% | – |
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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% |