SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 265 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,532,000 | -35.3% | 128,000 | -36.0% | 8.50% | -19.2% |
| Q2 2018 | $5,458,000 | -0.3% | 200,000 | 0.0% | 10.52% | -0.1% |
| Q1 2018 | $5,474,000 | -20.6% | 200,000 | -20.0% | 10.54% | -11.8% |
| Q4 2017 | $6,890,000 | +9.5% | 250,000 | +11.1% | 11.95% | +10.6% |
| Q3 2017 | $6,293,000 | +7.1% | 225,000 | +7.1% | 10.80% | +26.0% |
| Q2 2017 | $5,874,000 | +1.5% | 210,000 | +1.4% | 8.57% | +66.7% |
| Q1 2017 | $5,788,000 | +1.0% | 207,000 | 0.0% | 5.14% | -1.6% |
| Q4 2016 | $5,730,000 | – | 207,000 | – | 5.23% | – |
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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% |