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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,342,234,000 | +11.6% | 85,954 | +6.6% | 0.89% | -1.7% |
| Q4 2018 | $2,098,659,000 | -36.3% | 80,625 | -32.5% | 0.90% | -26.2% |
| Q3 2018 | $3,295,977,000 | +1.9% | 119,463 | +0.8% | 1.22% | -5.3% |
| Q2 2018 | $3,234,718,000 | +0.3% | 118,531 | +0.6% | 1.29% | -0.4% |
| Q1 2018 | $3,223,721,000 | +5.8% | 117,783 | +6.5% | 1.30% | +6.7% |
| Q4 2017 | $3,046,758,000 | +11.2% | 110,550 | +12.8% | 1.22% | -2.7% |
| Q3 2017 | $2,740,668,000 | -0.2% | 97,986 | -0.2% | 1.25% | -3.5% |
| Q2 2017 | $2,747,018,000 | +18.1% | 98,213 | +18.1% | 1.30% | +11.3% |
| Q1 2017 | $2,325,182,000 | +5.1% | 83,161 | +0.2% | 1.16% | -6.4% |
| Q4 2016 | $2,212,573,000 | – | 82,966 | – | 1.24% | – |
Download | ||||||
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% |