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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,136,000 | -45.8% | 42,175 | +75.4% | 1.53% | -48.8% |
| Q3 2019 | $2,097,000 | +69800.0% | 24,049 | -79.2% | 2.99% | +1561.1% |
| Q3 2018 | $3,000 | -99.7% | 115,469 | +183.0% | 0.18% | -99.4% |
| Q1 2018 | $1,117,000 | -0.6% | 40,800 | 0.0% | 30.75% | +25101.6% |
| Q4 2017 | $1,124,000 | -1.5% | 40,800 | 0.0% | 0.12% | +1.7% |
| Q3 2017 | $1,141,000 | 0.0% | 40,800 | 0.0% | 0.12% | +8.1% |
| Q2 2017 | $1,141,000 | -63.9% | 40,800 | -63.9% | 0.11% | -60.2% |
| Q1 2017 | $3,160,000 | +20.6% | 113,000 | +19.3% | 0.28% | +38.1% |
| Q4 2016 | $2,621,000 | +320.7% | 94,700 | +320.9% | 0.20% | +405.0% |
| Q3 2016 | $623,000 | – | 22,500 | – | 0.04% | – |
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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% |