SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 265 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,392,989 | +167.7% | 675,164 | +170.8% | 3.38% | +172.6% |
| Q2 2023 | $6,122,953 | +14.2% | 249,306 | +15.5% | 1.24% | +3.9% |
| Q1 2023 | $5,363,567 | +5.5% | 215,925 | +5.0% | 1.19% | +6.7% |
| Q4 2022 | $5,086,326 | +1783.8% | 205,674 | +1956.7% | 1.12% | +831.7% |
| Q3 2019 | $270,000 | 0.0% | 10,000 | +1.0% | 0.12% | -5.5% |
| Q2 2019 | $270,000 | +1.1% | 9,900 | +1.0% | 0.13% | -11.8% |
| Q1 2019 | $267,000 | +12.2% | 9,801 | +7.4% | 0.14% | -7.1% |
| Q4 2018 | $238,000 | -4.4% | 9,127 | +1.3% | 0.16% | -4.3% |
| Q3 2018 | $249,000 | -5.7% | 9,010 | -6.9% | 0.16% | -16.5% |
| Q2 2018 | $264,000 | +10.9% | 9,679 | +10.9% | 0.19% | +3.7% |
| Q1 2018 | $238,000 | – | 8,725 | – | 0.19% | – |
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% |