Tortoise Investment Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 155 filers reported holding SPDR SER TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2019$7,0000.0%2750.0%0.00%0.0%
Q1 2019$7,0000.0%2750.0%0.00%0.0%
Q4 2018$7,000
-12.5%
2750.0%0.00%0.0%
Q3 2018$8,0000.0%2750.0%0.00%0.0%
Q2 2018$8,0000.0%2750.0%0.00%0.0%
Q1 2018$8,000
-97.1%
275
-97.2%
0.00%
-97.4%
Q4 2017$273,000
-60.3%
9,900
-59.7%
0.08%
-62.7%
Q3 2017$688,000
-23.7%
24,590
-23.7%
0.21%
-28.2%
Q2 2017$902,000
-19.0%
32,243
-19.0%
0.29%
-20.1%
Q1 2017$1,113,000
-13.1%
39,807
-14.0%
0.36%
-17.5%
Q4 2016$1,281,000
-75.8%
46,267
-75.8%
0.44%
-75.4%
Q3 2016$5,294,000
-2.7%
191,201
-5.2%
1.80%
-5.3%
Q2 2016$5,443,000
+0.3%
201,676
-4.0%
1.90%
-2.8%
Q1 2016$5,426,000
+7.8%
210,146
+7.3%
1.95%
+8.3%
Q4 2015$5,033,000
-0.3%
195,896
+4.5%
1.80%
-6.1%
Q3 2015$5,050,000
+50.6%
187,451
+61.6%
1.92%
+52.4%
Q2 2015$3,354,000
-48.3%
116,028
-47.8%
1.26%
-49.1%
Q1 2015$6,484,000
+40.3%
222,135
+38.9%
2.47%
+33.5%
Q4 2014$4,622,000
+969.9%
159,869
+1008.3%
1.85%
+922.7%
Q3 2014$432,000
+7.2%
14,425
+10.7%
0.18%
+7.7%
Q2 2014$403,000
-53.1%
13,025
-53.1%
0.17%
-57.7%
Q1 2014$860,000
-69.5%
27,755
-69.7%
0.40%
-48.8%
Q4 2013$2,824,000
-53.9%
91,510
-54.4%
0.78%
-79.0%
Q3 2013$6,124,000
+227.8%
200,515
+224.0%
3.70%
+199.6%
Q2 2013$1,868,000
+7.2%
61,891
+9.6%
1.23%
-1.2%
Q1 2013$1,743,000
+315.0%
56,458
+310.6%
1.25%
+275.1%
Q4 2012$420,00013,7510.33%
Other shareholders
SPDR SER TR shareholders Q4 2013
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,104,206$28,367,00013.66%
D'Orazio & Associates, Inc. 860,220$22,099,00010.79%
Tactical Allocation Group LLC 272,315$6,996,0008.20%
NOTTINGHAM ADVISORS, INC. 952,784$24,477,0004.55%
Creative Planning 20,026,661$514,484,0004.23%
Efficient Market Advisors, LLC 749,805$19,262,0004.14%
Stratford Consulting, LLC 283,895$7,293,0003.77%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 586,443$15,066,0003.67%
Dakota Wealth Management 201,781$5,184,0003.51%
Advisory Alpha, LLC 230,698$5,922,0003.40%
View complete list of SPDR SER TR shareholders