SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 249 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,161,000 | +13.7% | 116,433 | +12.9% | 0.51% | +53.0% |
| Q4 2020 | $2,780,000 | +4.2% | 103,133 | 0.0% | 0.34% | -57.0% |
| Q3 2020 | $2,668,000 | +11.1% | 103,133 | +8.2% | 0.78% | +6.4% |
| Q2 2020 | $2,401,000 | +41.0% | 95,283 | +37.5% | 0.74% | +26.1% |
| Q1 2020 | $1,703,000 | -71.2% | 69,283 | -68.5% | 0.58% | -74.5% |
| Q4 2019 | $5,917,000 | +17.6% | 219,625 | +17.9% | 2.29% | -2.2% |
| Q3 2019 | $5,030,000 | +31.3% | 186,225 | +32.3% | 2.34% | -28.1% |
| Q2 2019 | $3,832,000 | +25.4% | 140,725 | +25.5% | 3.26% | +78.2% |
| Q1 2019 | $3,057,000 | +113.5% | 112,175 | +104.0% | 1.83% | +224.1% |
| Q4 2018 | $1,432,000 | -16.7% | 55,000 | -12.4% | 0.56% | +53.3% |
| Q1 2018 | $1,719,000 | -61.4% | 62,800 | -61.2% | 0.37% | -66.0% |
| Q4 2017 | $4,457,000 | +3.5% | 161,700 | +5.1% | 1.08% | -6.4% |
| Q3 2017 | $4,307,000 | +46.0% | 153,900 | +46.0% | 1.16% | +36.3% |
| Q2 2017 | $2,950,000 | -18.5% | 105,400 | -20.0% | 0.85% | -38.6% |
| Q1 2017 | $3,620,000 | +61.2% | 131,700 | +61.2% | 1.38% | +55.5% |
| Q4 2016 | $2,245,000 | +182.4% | 81,700 | +184.7% | 0.89% | +220.6% |
| Q3 2016 | $795,000 | -33.5% | 28,700 | -35.2% | 0.28% | -34.8% |
| Q2 2016 | $1,196,000 | – | 44,300 | – | 0.42% | – |
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% |