SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 5 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $945 | +18.7% | 38,655 | +19.9% | 0.00% | +33.3% |
| Q2 2023 | $796 | +1.1% | 32,245 | +1.7% | 0.00% | -25.0% |
| Q1 2023 | $787 | -29.5% | 31,699 | -31.1% | 0.00% | -33.3% |
| Q4 2022 | $1,116 | -99.9% | 46,022 | +11.7% | 0.01% | 0.0% |
| Q3 2022 | $979,000 | +7.9% | 41,184 | +9.5% | 0.01% | 0.0% |
| Q2 2022 | $907,000 | -8.6% | 37,624 | -0.5% | 0.01% | 0.0% |
| Q1 2022 | $992,000 | +8.9% | 37,823 | +12.7% | 0.01% | 0.0% |
| Q4 2021 | $911,000 | +5.8% | 33,561 | +6.8% | 0.01% | 0.0% |
| Q3 2021 | $861,000 | -16.7% | 31,417 | -16.2% | 0.01% | -25.0% |
| Q2 2021 | $1,033,000 | 0.0% | 37,471 | -0.9% | 0.01% | -11.1% |
| Q1 2021 | $1,033,000 | +164.9% | 37,806 | +161.5% | 0.01% | +80.0% |
| Q4 2020 | $390,000 | +6.6% | 14,458 | +2.2% | 0.01% | -16.7% |
| Q3 2020 | $366,000 | – | 14,141 | – | 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% |