SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 502 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,497 | -19.9% | 27,626 | -18.5% | 0.05% | -17.9% |
| Q2 2023 | $3,119 | -3.0% | 33,891 | -2.2% | 0.06% | -8.2% |
| Q1 2023 | $3,217 | +1.8% | 34,660 | -1.3% | 0.06% | -1.6% |
| Q4 2022 | $3,159 | -98.6% | 35,104 | +1225.2% | 0.06% | +1140.0% |
| Q3 2022 | $233,000 | -78.0% | 2,649 | -72.9% | 0.01% | -75.0% |
| Q4 2021 | $1,061,000 | +1.5% | 9,775 | +2.3% | 0.02% | -9.1% |
| Q3 2021 | $1,045,000 | – | 9,552 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Symmetry Partners, LLC | 206,340 | $19,547 | 1.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 25,377 | $2,404 | 0.88% |
| Apella Capital, LLC | 114,694 | $10,753,674 | 0.60% |
| Aletheian Wealth Advisors LLC | 8,636 | $818,150 | 0.54% |
| InTrack Investment Management Inc | 2,608 | $247,008 | 0.18% |
| McLean Asset Management Corp | 3,245 | $304,641 | 0.11% |
| Arden Trust Co | 3,203 | $303,421 | 0.04% |
| Pure Financial Advisors, LLC | 13,087 | $1,239,742 | 0.04% |
| WealthPLAN Partners, LLC | 4,312 | $408,476 | 0.04% |
| Fragasso Group Inc. | 4,898 | $463,950 | 0.04% |