SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 330 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $909,931 | +71.0% | 37,201 | +71.7% | 0.01% | +25.0% |
| Q2 2022 | $532,000 | +4.1% | 21,671 | +9.9% | 0.00% | 0.0% |
| Q1 2022 | $511,000 | -3.8% | 19,715 | -0.3% | 0.00% | 0.0% |
| Q4 2021 | $531,000 | +25.2% | 19,771 | +27.2% | 0.00% | +33.3% |
| Q1 2019 | $424,000 | -0.9% | 15,547 | -2.6% | 0.00% | -25.0% |
| Q4 2018 | $428,000 | +27.0% | 15,967 | +28.8% | 0.00% | +33.3% |
| Q3 2018 | $337,000 | -80.2% | 12,395 | -77.7% | 0.00% | -75.0% |
| Q3 2013 | $1,699,000 | +520.1% | 55,637 | +511.9% | 0.01% | +500.0% |
| Q2 2013 | $274,000 | – | 9,092 | – | 0.00% | – |
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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% |