SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 507 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 11.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $356,000 | -22.3% | 3,281 | -21.7% | 0.03% | -25.0% |
| Q3 2021 | $458,000 | -0.9% | 4,192 | -0.3% | 0.04% | 0.0% |
| Q2 2021 | $462,000 | +0.9% | 4,203 | -0.1% | 0.04% | -10.0% |
| Q1 2021 | $458,000 | +48.7% | 4,209 | +48.7% | 0.04% | +42.9% |
| Q4 2020 | $308,000 | +4.4% | 2,831 | 0.0% | 0.03% | -6.7% |
| Q3 2020 | $295,000 | -31.6% | 2,831 | -33.5% | 0.03% | -40.0% |
| Q2 2020 | $431,000 | +6.9% | 4,256 | 0.0% | 0.05% | -15.3% |
| Q1 2020 | $403,000 | -43.2% | 4,256 | -34.3% | 0.06% | -27.2% |
| Q4 2019 | $710,000 | -1.7% | 6,480 | -2.4% | 0.08% | -6.9% |
| Q3 2019 | $722,000 | -1.9% | 6,637 | -1.7% | 0.09% | +4.8% |
| Q2 2019 | $736,000 | – | 6,753 | – | 0.08% | – |
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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% |