SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 250 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $557,000 | -22.2% | 20,435 | -25.7% | 0.51% | -18.0% |
| Q4 2018 | $716,000 | -6.8% | 27,495 | -1.3% | 0.62% | +4.5% |
| Q3 2018 | $768,000 | -0.5% | 27,845 | -1.5% | 0.60% | -1.3% |
| Q2 2018 | $772,000 | -36.4% | 28,280 | -36.2% | 0.60% | -31.6% |
| Q1 2018 | $1,214,000 | -3.8% | 44,340 | -3.1% | 0.88% | -3.5% |
| Q4 2017 | $1,262,000 | -1.6% | 45,780 | -0.2% | 0.91% | -5.5% |
| Q3 2017 | $1,283,000 | -7.7% | 45,860 | -7.7% | 0.97% | -9.6% |
| Q2 2017 | $1,390,000 | -4.0% | 49,705 | -4.0% | 1.07% | -5.5% |
| Q1 2017 | $1,448,000 | -5.5% | 51,790 | -6.4% | 1.13% | -9.6% |
| Q4 2016 | $1,532,000 | -7.5% | 55,340 | -7.5% | 1.25% | -1.1% |
| Q3 2016 | $1,656,000 | -5.7% | 59,805 | -8.1% | 1.26% | -7.9% |
| Q2 2016 | $1,756,000 | +73.9% | 65,050 | +66.3% | 1.37% | +74.9% |
| Q1 2016 | $1,010,000 | +55.9% | 39,110 | +55.0% | 0.78% | +53.6% |
| Q4 2015 | $648,000 | -63.1% | 25,240 | -61.2% | 0.51% | -58.7% |
| Q3 2015 | $1,755,000 | – | 65,135 | – | 1.24% | – |
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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% |