SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 473 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 7.45 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,715 | -99.9% | 19,064 | +74.1% | 0.01% | +20.0% |
| Q4 2021 | $1,189,000 | +3.2% | 10,951 | +3.5% | 0.01% | -28.6% |
| Q4 2020 | $1,152,000 | +4.8% | 10,579 | +0.4% | 0.01% | 0.0% |
| Q3 2020 | $1,099,000 | +6.1% | 10,536 | +2.8% | 0.01% | 0.0% |
| Q2 2020 | $1,036,000 | +6.6% | 10,245 | -0.2% | 0.01% | -12.5% |
| Q1 2020 | $972,000 | -14.1% | 10,261 | -0.6% | 0.01% | 0.0% |
| Q4 2019 | $1,131,000 | -1.7% | 10,328 | -2.4% | 0.01% | -11.1% |
| Q3 2019 | $1,150,000 | +3.0% | 10,579 | +3.2% | 0.01% | 0.0% |
| Q2 2019 | $1,117,000 | – | 10,253 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 673,701 | $59,184,000 | 9.32% |
| All Season Financial Advisors, Inc. | 59,005 | $5,184,000 | 5.63% |
| ALTERNA WEALTH MANAGEMENT, INC | 43,708 | $3,840,000 | 4.56% |
| Chandler Asset Management, Inc. | 154,072 | $13,535,000 | 3.90% |
| ESG Planning | 39,882 | $3,500,000 | 3.59% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 68,403 | $6,009,000 | 3.42% |
| ROVIN CAPITAL /UT/ /ADV | 66,992 | $5,885,000 | 3.37% |
| Venturi Wealth Management, LLC | 378,717 | $33,271,000 | 3.20% |
| TPB WEALTH ADVISORS | 73,972 | $6,507,000 | 3.10% |
| Trek Financial, LLC | 321,171 | $28,215,000 | 2.97% |