SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 251 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,089,000 | -23.3% | 40,330 | -22.7% | 0.11% | -18.6% |
| Q2 2019 | $1,420,000 | -4.8% | 52,160 | -4.7% | 0.14% | -2.8% |
| Q1 2019 | $1,491,000 | +4.6% | 54,727 | 0.0% | 0.14% | +2.1% |
| Q4 2018 | $1,425,000 | +7.4% | 54,727 | +13.8% | 0.14% | +39.6% |
| Q3 2018 | $1,327,000 | +1.1% | 48,093 | 0.0% | 0.10% | +3.1% |
| Q2 2018 | $1,312,000 | -10.5% | 48,093 | -10.2% | 0.10% | -14.8% |
| Q1 2018 | $1,466,000 | -9.6% | 53,565 | -9.0% | 0.12% | +1.8% |
| Q4 2017 | $1,622,000 | – | 58,838 | – | 0.11% | – |
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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% |