SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 254 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $51,562 | +2.8% | 2,051 | 0.0% | 0.01% | -25.0% |
| Q3 2023 | $50,167 | -1.0% | 2,051 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $50,660 | -0.6% | 2,051 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $50,947 | +101794.0% | 2,051 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $50 | -99.9% | 2,051 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $49,000 | 0.0% | 2,051 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $49,000 | -15.5% | 2,051 | -6.5% | 0.01% | 0.0% |
| Q1 2022 | $58,000 | -3.3% | 2,194 | 0.0% | 0.01% | -27.3% |
| Q4 2021 | $60,000 | -74.2% | 2,194 | -75.6% | 0.01% | -75.6% |
| Q3 2020 | $233,000 | -3.7% | 9,000 | 0.0% | 0.04% | +2.3% |
| Q4 2019 | $242,000 | +24100.0% | 9,000 | +39030.4% | 0.04% | – |
| Q3 2018 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | – | 23 | – | 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% |