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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $464 | +0.4% | 19 | 0.0% | 0.00% | – |
| Q2 2023 | $462 | +0.9% | 19 | +5.6% | 0.00% | – |
| Q1 2023 | $458 | +3.4% | 18 | 0.0% | 0.00% | – |
| Q4 2022 | $443 | – | 18 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 18 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 18 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 18 | +5.9% | 0.00% | – |
| Q4 2021 | $0 | – | 17 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 17 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 17 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | – | 17 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 17 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 17 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 17 | +6.2% | 0.00% | – |
| Q1 2020 | $0 | – | 16 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 16 | -94.8% | 0.00% | -100.0% |
| Q3 2019 | $8,000 | 0.0% | 309 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | -27.3% | 309 | -25.2% | 0.00% | -33.3% |
| Q1 2019 | $11,000 | -91.4% | 413 | -91.6% | 0.00% | -93.2% |
| Q4 2018 | $128,000 | -2.3% | 4,922 | +3.6% | 0.04% | -2.2% |
| Q3 2018 | $131,000 | -94.9% | 4,752 | -95.0% | 0.04% | -94.9% |
| Q2 2018 | $2,571,000 | +24.7% | 94,214 | +25.1% | 0.89% | +35.4% |
| Q1 2018 | $2,061,000 | – | 75,291 | – | 0.66% | – |
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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% |