SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 322 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $20,762,820 | +81.6% | 840,600 | +82.6% | 3.13% | +49.6% |
| Q1 2023 | $11,436,336 | +9.7% | 460,400 | +15.9% | 2.09% | +15.2% |
| Q1 2022 | $10,425,000 | -0.3% | 397,300 | +3.2% | 1.82% | +7.2% |
| Q4 2021 | $10,453,000 | -23.2% | 385,000 | -22.5% | 1.70% | -2.8% |
| Q3 2021 | $13,605,000 | +722.1% | 496,700 | +727.8% | 1.74% | +603.2% |
| Q2 2021 | $1,655,000 | -84.3% | 60,000 | -84.4% | 0.25% | -71.3% |
| Q1 2021 | $10,522,000 | – | 385,000 | – | 0.86% | – |
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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% |