SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 220 filers reported holding SPDR SER TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $542,034 | -7.0% | 22,519 | -4.6% | 0.03% | -3.6% |
| Q2 2023 | $583,055 | -1.8% | 23,605 | -2.7% | 0.03% | -12.5% |
| Q1 2023 | $593,726 | +38.0% | 24,263 | +36.7% | 0.03% | +6.7% |
| Q4 2022 | $430,372 | +125.3% | 17,755 | +124.9% | 0.03% | +114.3% |
| Q3 2022 | $191,000 | +9.1% | 7,895 | +8.6% | 0.01% | 0.0% |
| Q2 2022 | $175,000 | -3.3% | 7,272 | +0.8% | 0.01% | 0.0% |
| Q1 2022 | $181,000 | +624.0% | 7,215 | +699.9% | 0.01% | +600.0% |
| Q3 2021 | $25,000 | -13.8% | 902 | -15.4% | 0.00% | -33.3% |
| Q2 2021 | $29,000 | +3.6% | 1,066 | +3.3% | 0.00% | 0.0% |
| Q1 2021 | $28,000 | +16.7% | 1,032 | +17.9% | 0.00% | 0.0% |
| Q4 2020 | $24,000 | +9.1% | 875 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | +4.8% | 863 | +1.2% | 0.00% | 0.0% |
| Q2 2020 | $21,000 | +31.2% | 853 | +26.9% | 0.00% | 0.0% |
| Q1 2020 | $16,000 | -15.8% | 672 | -4.4% | 0.00% | 0.0% |
| Q4 2019 | $19,000 | 0.0% | 703 | +1.7% | 0.00% | 0.0% |
| Q3 2019 | $19,000 | 0.0% | 691 | +1.3% | 0.00% | -25.0% |
| Q2 2019 | $19,000 | +11.8% | 682 | +7.4% | 0.00% | 0.0% |
| Q1 2019 | $17,000 | +6.2% | 635 | +1.0% | 0.00% | 0.0% |
| Q4 2018 | $16,000 | -5.9% | 629 | +1.8% | 0.00% | 0.0% |
| Q3 2018 | $17,000 | 0.0% | 618 | +1.5% | 0.00% | 0.0% |
| Q2 2018 | $17,000 | 0.0% | 609 | 0.0% | 0.00% | -20.0% |
| Q1 2018 | $17,000 | -46.9% | 609 | -47.5% | 0.01% | -44.4% |
| Q4 2017 | $32,000 | +100.0% | 1,159 | +100.2% | 0.01% | +28.6% |
| Q3 2017 | $16,000 | 0.0% | 579 | 0.0% | 0.01% | -12.5% |
| Q2 2017 | $16,000 | 0.0% | 579 | +0.2% | 0.01% | -11.1% |
| Q1 2017 | $16,000 | 0.0% | 578 | 0.0% | 0.01% | -18.2% |
| Q4 2016 | $16,000 | – | 578 | – | 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% |