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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $32,000 | +28.0% | 1,322 | +37.9% | 0.01% | +50.0% |
| Q1 2022 | $25,000 | -37.5% | 959 | -35.0% | 0.00% | -42.9% |
| Q4 2021 | $40,000 | +110.5% | 1,476 | +113.0% | 0.01% | +133.3% |
| Q3 2021 | $19,000 | -20.8% | 693 | -19.6% | 0.00% | -25.0% |
| Q2 2021 | $24,000 | -4.0% | 862 | -4.3% | 0.00% | -33.3% |
| Q1 2021 | $25,000 | +4.2% | 901 | +2.7% | 0.01% | 0.0% |
| Q4 2020 | $24,000 | +4.3% | 877 | -0.1% | 0.01% | -14.3% |
| Q3 2020 | $23,000 | +187.5% | 878 | +166.1% | 0.01% | +133.3% |
| Q2 2020 | $8,000 | +100.0% | 330 | +120.0% | 0.00% | +50.0% |
| Q1 2020 | $4,000 | -55.6% | 150 | -54.1% | 0.00% | -33.3% |
| Q4 2019 | $9,000 | -10.0% | 327 | -14.4% | 0.00% | -25.0% |
| Q3 2019 | $10,000 | 0.0% | 382 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | -9.1% | 380 | -5.7% | 0.00% | -33.3% |
| Q1 2019 | $11,000 | +22.2% | 403 | +14.5% | 0.01% | 0.0% |
| Q4 2018 | $9,000 | +12.5% | 352 | +20.1% | 0.01% | +20.0% |
| Q3 2018 | $8,000 | -89.7% | 293 | -89.5% | 0.01% | -95.3% |
| Q4 2016 | $78,000 | – | 2,789 | – | 0.11% | – |
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% |