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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $234,522 | +2.0% | 9,675 | 0.0% | 0.02% | -5.9% |
| Q3 2022 | $230,000 | -2.5% | 9,675 | -1.0% | 0.02% | +6.2% |
| Q2 2022 | $236,000 | -55.6% | 9,775 | -52.3% | 0.02% | -48.4% |
| Q1 2022 | $531,000 | -5.0% | 20,500 | -0.5% | 0.03% | +6.9% |
| Q4 2021 | $559,000 | -1.1% | 20,600 | -0.2% | 0.03% | -9.4% |
| Q3 2021 | $565,000 | +0.2% | 20,640 | +1.0% | 0.03% | 0.0% |
| Q2 2021 | $564,000 | +35.9% | 20,440 | +34.6% | 0.03% | +28.0% |
| Q1 2021 | $415,000 | +61.5% | 15,190 | +59.1% | 0.02% | +56.2% |
| Q4 2020 | $257,000 | -67.8% | 9,550 | -67.7% | 0.02% | -74.2% |
| Q3 2019 | $798,000 | +5.0% | 29,533 | +5.7% | 0.06% | +5.1% |
| Q2 2019 | $760,000 | -3.4% | 27,928 | -3.3% | 0.06% | -10.6% |
| Q1 2019 | $787,000 | +20.5% | 28,876 | +15.1% | 0.07% | +4.8% |
| Q4 2018 | $653,000 | -17.8% | 25,095 | -12.8% | 0.06% | 0.0% |
| Q3 2018 | $794,000 | +8.5% | 28,795 | +7.3% | 0.06% | 0.0% |
| Q2 2018 | $732,000 | -5.3% | 26,825 | -5.0% | 0.06% | -8.7% |
| Q1 2018 | $773,000 | -0.6% | 28,225 | 0.0% | 0.07% | +4.5% |
| Q4 2017 | $778,000 | -31.5% | 28,225 | -30.5% | 0.07% | -32.7% |
| Q3 2017 | $1,136,000 | +2.9% | 40,600 | +2.8% | 0.10% | -2.0% |
| Q2 2017 | $1,104,000 | +2.6% | 39,475 | +2.6% | 0.10% | -1.0% |
| Q1 2017 | $1,076,000 | +1.6% | 38,475 | +0.6% | 0.10% | -3.8% |
| Q4 2016 | $1,059,000 | +48.3% | 38,250 | +48.3% | 0.10% | +45.8% |
| Q3 2016 | $714,000 | +1.7% | 25,800 | -0.8% | 0.07% | 0.0% |
| Q2 2016 | $702,000 | +5.7% | 26,000 | +1.2% | 0.07% | +2.9% |
| Q1 2016 | $664,000 | -1.8% | 25,700 | -2.3% | 0.07% | -1.4% |
| Q4 2015 | $676,000 | -74.0% | 26,300 | -68.8% | 0.07% | -72.6% |
| Q4 2013 | $2,600,000 | +13.0% | 84,275 | +11.8% | 0.26% | +3.2% |
| Q3 2013 | $2,301,000 | +12.5% | 75,350 | +11.1% | 0.25% | +5.9% |
| Q2 2013 | $2,046,000 | – | 67,800 | – | 0.24% | – |
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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% |