SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 510 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 4.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,561 | -3.1% | 2,241 | -1.4% | 0.01% | 0.0% |
| Q2 2023 | $209,081 | -25.3% | 2,272 | -24.6% | 0.01% | -28.6% |
| Q1 2023 | $279,767 | -10.3% | 3,014 | -9.8% | 0.01% | -22.2% |
| Q4 2022 | $311,882 | +7.9% | 3,343 | +1.6% | 0.01% | -18.2% |
| Q3 2022 | $289,000 | -3.0% | 3,290 | +0.2% | 0.01% | +10.0% |
| Q2 2022 | $298,000 | -14.4% | 3,285 | -3.2% | 0.01% | -28.6% |
| Q1 2022 | $348,000 | -19.8% | 3,395 | +1686.8% | 0.01% | -22.2% |
| Q4 2021 | $434,000 | -7.1% | 190 | -95.6% | 0.02% | -18.2% |
| Q3 2021 | $467,000 | -23.9% | 4,270 | -23.5% | 0.02% | -21.4% |
| Q2 2021 | $614,000 | +12.2% | 5,584 | +11.1% | 0.03% | -3.4% |
| Q1 2021 | $547,000 | +103.3% | 5,028 | +103.6% | 0.03% | +52.6% |
| Q4 2020 | $269,000 | – | 2,469 | – | 0.02% | – |
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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% |