SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 251 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $216,000 | +4.3% | 8,012 | -0.3% | 0.12% | +1.7% |
| Q3 2020 | $207,000 | -61.5% | 8,036 | -59.8% | 0.12% | -68.4% |
| Q4 2019 | $538,000 | -3.2% | 20,004 | -3.0% | 0.37% | -12.9% |
| Q3 2019 | $556,000 | +1.3% | 20,613 | +4.5% | 0.43% | +32.9% |
| Q2 2019 | $549,000 | +112.0% | 19,729 | +106.8% | 0.32% | +92.8% |
| Q1 2019 | $259,000 | -9.4% | 9,541 | -8.4% | 0.17% | -40.1% |
| Q3 2018 | $286,000 | +34.9% | 10,418 | +34.5% | 0.28% | +15.3% |
| Q2 2018 | $212,000 | +0.5% | 7,746 | +0.6% | 0.24% | -6.2% |
| Q1 2018 | $211,000 | -34.1% | 7,702 | -33.6% | 0.26% | -36.3% |
| Q4 2017 | $320,000 | -25.9% | 11,606 | -24.9% | 0.40% | +8.3% |
| Q3 2017 | $432,000 | +8.0% | 15,444 | +8.1% | 0.37% | -30.7% |
| Q2 2017 | $400,000 | -17.4% | 14,289 | -17.5% | 0.54% | -32.4% |
| Q1 2017 | $484,000 | -26.1% | 17,317 | -26.8% | 0.80% | -32.0% |
| Q4 2016 | $655,000 | -52.6% | 23,665 | -52.6% | 1.18% | -32.4% |
| Q3 2016 | $1,381,000 | -36.0% | 49,882 | -37.6% | 1.74% | -18.9% |
| Q2 2016 | $2,157,000 | +117.2% | 79,910 | +107.4% | 2.14% | +87.5% |
| Q1 2016 | $993,000 | +159.3% | 38,532 | +190.1% | 1.14% | +134.7% |
| Q2 2015 | $383,000 | +40.3% | 13,283 | +42.1% | 0.49% | +56.6% |
| Q1 2015 | $273,000 | – | 9,345 | – | 0.31% | – |
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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% |