SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 204 filers reported holding SPDR SER TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,818,000 | +3.9% | 162,065 | +18.8% | 0.56% | +35.8% |
| Q4 2019 | $3,675,000 | +7.4% | 136,416 | +7.6% | 0.41% | -1.2% |
| Q3 2019 | $3,423,000 | -4.2% | 126,737 | -3.4% | 0.42% | -5.9% |
| Q2 2019 | $3,574,000 | -1.9% | 131,232 | -1.8% | 0.44% | -9.4% |
| Q1 2019 | $3,642,000 | 0.0% | 133,623 | 0.0% | 0.49% | 0.0% |
| Q4 2018 | $3,642,000 | 0.0% | 133,623 | 0.0% | 0.49% | 0.0% |
| Q3 2018 | $3,642,000 | -6.7% | 133,623 | -6.6% | 0.49% | -5.2% |
| Q2 2018 | $3,905,000 | -3.4% | 143,126 | -3.1% | 0.52% | -2.5% |
| Q1 2018 | $4,042,000 | -5.3% | 147,677 | -4.6% | 0.53% | -5.2% |
| Q4 2017 | $4,266,000 | -3.5% | 154,802 | -2.1% | 0.56% | -8.7% |
| Q3 2017 | $4,423,000 | +3.1% | 158,132 | +3.1% | 0.61% | -4.8% |
| Q2 2017 | $4,289,000 | +1.3% | 153,345 | +1.3% | 0.64% | +4.4% |
| Q1 2017 | $4,234,000 | -7.6% | 151,429 | -8.5% | 0.62% | -10.7% |
| Q4 2016 | $4,580,000 | +12.9% | 165,460 | +13.0% | 0.69% | +17.3% |
| Q3 2016 | $4,055,000 | -1.7% | 146,444 | -4.2% | 0.59% | -7.7% |
| Q2 2016 | $4,126,000 | -30.2% | 152,894 | -33.2% | 0.64% | -36.4% |
| Q1 2016 | $5,913,000 | -1.5% | 229,020 | -2.0% | 1.00% | -5.8% |
| Q4 2015 | $6,006,000 | -9.2% | 233,813 | -4.7% | 1.06% | -7.2% |
| Q3 2015 | $6,613,000 | -14.1% | 245,466 | -7.8% | 1.14% | +3.4% |
| Q2 2015 | $7,700,000 | +58.5% | 266,351 | +60.0% | 1.11% | +72.2% |
| Q1 2015 | $4,858,000 | -1.9% | 166,442 | -2.8% | 0.64% | -1.5% |
| Q4 2014 | $4,950,000 | -46.3% | 171,214 | -44.4% | 0.65% | -48.2% |
| Q3 2014 | $9,210,000 | -4.6% | 307,706 | -1.3% | 1.26% | -2.7% |
| Q2 2014 | $9,656,000 | +0.9% | 311,868 | +0.9% | 1.30% | -8.7% |
| Q1 2014 | $9,573,000 | -2.2% | 309,089 | -2.6% | 1.42% | -11.1% |
| Q4 2013 | $9,790,000 | – | 317,359 | – | 1.60% | – |
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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% |