SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 210 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $218,000 | 0.0% | 8,000 | 0.0% | 0.02% | -14.8% |
| Q1 2019 | $218,000 | +4.8% | 8,000 | 0.0% | 0.03% | -18.2% |
| Q4 2018 | $208,000 | -5.9% | 8,000 | 0.0% | 0.03% | +57.1% |
| Q3 2018 | $221,000 | +1.4% | 8,000 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $218,000 | -5.2% | 8,000 | -4.8% | 0.02% | -12.5% |
| Q1 2018 | $230,000 | -0.9% | 8,407 | 0.0% | 0.02% | -20.0% |
| Q4 2017 | $232,000 | -1.3% | 8,407 | 0.0% | 0.03% | -3.2% |
| Q3 2017 | $235,000 | 0.0% | 8,407 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $235,000 | +4.9% | 8,407 | +5.1% | 0.03% | +6.9% |
| Q1 2017 | $224,000 | +1.4% | 8,000 | 0.0% | 0.03% | +3.6% |
| Q4 2016 | $221,000 | -0.5% | 8,000 | 0.0% | 0.03% | -6.7% |
| Q3 2016 | $222,000 | +2.8% | 8,000 | 0.0% | 0.03% | +11.1% |
| Q2 2016 | $216,000 | +4.3% | 8,000 | 0.0% | 0.03% | +8.0% |
| Q1 2016 | $207,000 | +0.5% | 8,000 | 0.0% | 0.02% | +8.7% |
| Q4 2015 | $206,000 | – | 8,000 | – | 0.02% | – |
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% |