SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 213 filers reported holding SPDR SER TR in Q2 2015. The put-call ratio across all filers is 2.02 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $583,000 | +2.8% | 24,751 | +17.5% | 0.11% | +13.5% |
| Q4 2019 | $567,000 | +5.8% | 21,058 | +6.1% | 0.10% | -10.3% |
| Q3 2019 | $536,000 | +18.3% | 19,854 | +17.9% | 0.11% | +3.9% |
| Q2 2019 | $453,000 | +27.6% | 16,834 | +27.5% | 0.10% | +13.2% |
| Q1 2019 | $355,000 | +35.5% | 13,206 | +31.2% | 0.09% | +42.2% |
| Q4 2018 | $262,000 | -19.1% | 10,067 | -14.2% | 0.06% | -24.7% |
| Q3 2018 | $324,000 | -43.8% | 11,731 | -44.6% | 0.08% | -51.1% |
| Q2 2018 | $577,000 | +19.0% | 21,157 | +19.4% | 0.17% | -3.3% |
| Q1 2018 | $485,000 | -59.1% | 17,716 | -56.8% | 0.18% | -66.4% |
| Q2 2015 | $1,185,000 | – | 40,986 | – | 0.54% | – |
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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% |