SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 237 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 3.53 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $4,064,000 | -1.0% | 148,689 | -2.4% | 0.31% | -5.8% |
| Q4 2020 | $4,106,000 | -0.9% | 152,349 | -4.9% | 0.33% | -4.1% |
| Q3 2020 | $4,144,000 | +1.7% | 160,149 | -0.9% | 0.34% | +1.2% |
| Q2 2020 | $4,074,000 | +4.8% | 161,664 | -2.1% | 0.34% | -0.6% |
| Q1 2020 | $3,889,000 | -34.8% | 165,097 | -25.4% | 0.34% | -36.8% |
| Q4 2019 | $5,962,000 | +0.1% | 221,294 | +0.4% | 0.54% | -8.7% |
| Q3 2019 | $5,956,000 | -16.9% | 220,519 | -16.2% | 0.59% | -15.4% |
| Q2 2019 | $7,166,000 | +9.6% | 263,166 | +9.7% | 0.69% | +9.0% |
| Q1 2019 | $6,537,000 | +15.8% | 239,867 | +15.9% | 0.64% | +24.0% |
| Q2 2018 | $5,646,000 | +14.9% | 206,873 | +17.8% | 0.51% | +0.8% |
| Q3 2017 | $4,913,000 | -6.5% | 175,674 | -6.5% | 0.51% | -13.6% |
| Q2 2017 | $5,253,000 | +10.3% | 187,803 | +9.2% | 0.59% | +10.1% |
| Q4 2016 | $4,763,000 | – | 172,052 | – | 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% |