SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 284 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $609,000 | -14.8% | 22,420 | -14.1% | 0.05% | -21.0% |
| Q3 2021 | $715,000 | -45.5% | 26,088 | -45.2% | 0.06% | -47.0% |
| Q2 2021 | $1,313,000 | -18.1% | 47,611 | -18.8% | 0.12% | -26.9% |
| Q1 2021 | $1,603,000 | -23.2% | 58,662 | -24.2% | 0.16% | -34.2% |
| Q4 2020 | $2,086,000 | -16.9% | 77,387 | -20.2% | 0.24% | -27.5% |
| Q3 2020 | $2,510,000 | +582.1% | 97,020 | +563.6% | 0.34% | +532.1% |
| Q2 2020 | $368,000 | -2.9% | 14,621 | +5.1% | 0.05% | -38.4% |
| Q1 2019 | $379,000 | -50.1% | 13,910 | -52.4% | 0.09% | -60.7% |
| Q4 2018 | $760,000 | -7.1% | 29,194 | -1.6% | 0.22% | +2.3% |
| Q3 2018 | $818,000 | +0.9% | 29,663 | -0.2% | 0.21% | -5.3% |
| Q2 2018 | $811,000 | -17.8% | 29,715 | -17.6% | 0.23% | +37.0% |
| Q1 2018 | $987,000 | – | 36,078 | – | 0.16% | – |
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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% |