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 | $10,000 | 0.0% | 382 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | 0.0% | 382 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $10,000 | -9.1% | 382 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $11,000 | +10.0% | 382 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $10,000 | -23.1% | 382 | -22.0% | 0.01% | -14.3% |
| Q1 2018 | $13,000 | -7.1% | 490 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $14,000 | 0.0% | 490 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $14,000 | 0.0% | 490 | 0.0% | 0.01% | -11.1% |
| Q2 2017 | $14,000 | 0.0% | 490 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $14,000 | 0.0% | 490 | 0.0% | 0.01% | -10.0% |
| Q4 2016 | $14,000 | 0.0% | 490 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $14,000 | +7.7% | 490 | 0.0% | 0.01% | +11.1% |
| Q2 2016 | $13,000 | – | 490 | – | 0.01% | – |
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% |