SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 274 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $62,280 | +5.2% | 2,619 | +6.7% | 0.00% | +50.0% |
| Q2 2022 | $59,215 | -13.9% | 2,455 | -6.3% | 0.00% | 0.0% |
| Q1 2022 | $68,749 | -88.0% | 2,620 | -87.6% | 0.00% | -89.5% |
| Q4 2021 | $572,865 | +80.8% | 21,100 | +82.4% | 0.02% | +58.3% |
| Q3 2021 | $316,930 | +1.5% | 11,571 | +2.2% | 0.01% | 0.0% |
| Q2 2021 | $312,178 | +6.3% | 11,319 | +5.4% | 0.01% | -7.7% |
| Q1 2021 | $293,552 | +14.8% | 10,741 | +13.2% | 0.01% | 0.0% |
| Q4 2020 | $255,621 | +1.8% | 9,485 | -2.2% | 0.01% | -7.1% |
| Q3 2020 | $251,017 | +342.1% | 9,703 | +330.7% | 0.01% | +250.0% |
| Q2 2020 | $56,776 | -82.0% | 2,253 | -83.2% | 0.00% | -84.6% |
| Q1 2020 | $315,327 | +19.6% | 13,384 | +36.8% | 0.03% | +36.8% |
| Q4 2019 | $263,662 | +1.5% | 9,787 | +1.8% | 0.02% | -9.5% |
| Q3 2019 | $259,782 | +194.2% | 9,618 | +196.6% | 0.02% | +200.0% |
| Q2 2019 | $88,307 | -53.7% | 3,243 | -53.7% | 0.01% | -61.1% |
| Q1 2019 | $190,914 | +191.4% | 7,006 | +178.3% | 0.02% | +125.0% |
| Q4 2018 | $65,518 | -74.1% | 2,517 | -72.5% | 0.01% | -72.4% |
| Q3 2018 | $252,586 | +7.2% | 9,155 | +6.1% | 0.03% | -9.4% |
| Q2 2018 | $235,540 | +26.9% | 8,631 | +27.2% | 0.03% | +14.3% |
| Q1 2018 | $185,678 | -50.8% | 6,784 | -50.5% | 0.03% | -53.3% |
| Q4 2017 | $377,352 | – | 13,692 | – | 0.06% | – |
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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% |