SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 209 filers reported holding SPDR SER TR in Q3 2015. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $861,000 | -33.8% | 31,955 | -29.0% | 0.70% | -28.1% |
| Q2 2015 | $1,301,000 | -20.5% | 44,994 | -19.7% | 0.97% | -21.9% |
| Q1 2015 | $1,637,000 | +7.7% | 56,066 | +6.6% | 1.25% | +6.2% |
| Q4 2014 | $1,520,000 | +5.3% | 52,573 | +9.0% | 1.17% | +1.7% |
| Q3 2014 | $1,444,000 | +11.5% | 48,222 | +15.3% | 1.15% | +13.7% |
| Q2 2014 | $1,295,000 | +10.1% | 41,822 | +10.2% | 1.02% | +1.0% |
| Q1 2014 | $1,176,000 | +53.1% | 37,948 | +52.5% | 1.00% | +51.1% |
| Q4 2013 | $768,000 | – | 24,877 | – | 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% |