SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 199 filers reported holding SPDR SER TR in Q4 2015. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $308,000 | +6.2% | 11,265 | +4.5% | 0.00% | – |
| Q4 2020 | $290,000 | +6.2% | 10,775 | +2.3% | 0.00% | – |
| Q3 2020 | $273,000 | +3.4% | 10,535 | +0.5% | 0.00% | – |
| Q2 2020 | $264,000 | +5.6% | 10,479 | -1.3% | 0.00% | – |
| Q1 2020 | $250,000 | -10.7% | 10,612 | +2.0% | 0.00% | – |
| Q4 2019 | $280,000 | +3.7% | 10,407 | +4.1% | 0.00% | – |
| Q3 2019 | $270,000 | -1.1% | 9,994 | -0.3% | 0.00% | – |
| Q2 2019 | $273,000 | +0.7% | 10,020 | +0.8% | 0.00% | – |
| Q1 2019 | $271,000 | +4.6% | 9,945 | +0.1% | 0.00% | – |
| Q4 2018 | $259,000 | -7.5% | 9,933 | -4.4% | 0.00% | – |
| Q3 2015 | $280,000 | -6.7% | 10,386 | 0.0% | 0.00% | – |
| Q2 2015 | $300,000 | -1.0% | 10,386 | 0.0% | 0.00% | – |
| Q1 2015 | $303,000 | +1.0% | 10,386 | 0.0% | 0.00% | – |
| Q4 2014 | $300,000 | -3.5% | 10,386 | 0.0% | 0.00% | -100.0% |
| Q3 2014 | $311,000 | -3.4% | 10,386 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $322,000 | – | 10,386 | – | 0.00% | – |
Download | ||||||
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% |