SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 274 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $19,000 | 0.0% | 787 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | -9.5% | 787 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $21,000 | 0.0% | 787 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $21,000 | -95.2% | 787 | -95.8% | 0.01% | -97.9% |
| Q1 2020 | $437,000 | -83.8% | 18,569 | -81.4% | 0.24% | -79.3% |
| Q4 2019 | $2,691,000 | -7.9% | 99,897 | -7.6% | 1.15% | -20.0% |
| Q3 2019 | $2,921,000 | -1.6% | 108,139 | -0.8% | 1.44% | -6.9% |
| Q2 2019 | $2,970,000 | -8.5% | 109,054 | -8.4% | 1.54% | -22.7% |
| Q1 2019 | $3,245,000 | +9.2% | 119,078 | +4.3% | 2.00% | -14.9% |
| Q4 2018 | $2,972,000 | – | 114,184 | – | 2.35% | – |
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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% |