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 | $4,631,274 | -5.2% | 51,231 | -3.5% | 0.01% | 0.0% |
| Q2 2023 | $4,885,631 | -4.8% | 53,087 | -4.0% | 0.01% | -14.3% |
| Q1 2023 | $5,132,726 | -6.3% | 55,297 | -9.1% | 0.01% | -12.5% |
| Q4 2022 | $5,476,046 | -2.2% | 60,845 | -4.5% | 0.01% | -20.0% |
| Q3 2022 | $5,599,000 | -21.0% | 63,737 | -18.4% | 0.01% | -16.7% |
| Q2 2022 | $7,086,000 | -19.0% | 78,117 | -8.5% | 0.01% | -14.3% |
| Q1 2022 | $8,753,000 | -7.7% | 85,391 | -2.3% | 0.01% | -6.7% |
| Q4 2021 | $9,484,000 | +2.8% | 87,357 | +3.5% | 0.02% | -11.8% |
| Q3 2021 | $9,229,000 | -2.6% | 84,394 | -2.0% | 0.02% | -5.6% |
| Q2 2021 | $9,471,000 | -2.9% | 86,142 | -3.9% | 0.02% | -14.3% |
| Q1 2021 | $9,758,000 | +5.9% | 89,684 | +6.0% | 0.02% | 0.0% |
| Q4 2020 | $9,215,000 | -4.3% | 84,594 | -8.4% | 0.02% | -19.2% |
| Q3 2020 | $9,632,000 | -7.2% | 92,377 | -10.0% | 0.03% | -18.8% |
| Q2 2020 | $10,383,000 | +15.8% | 102,640 | +8.4% | 0.03% | -8.6% |
| Q1 2020 | $8,969,000 | -14.7% | 94,668 | -1.4% | 0.04% | -2.8% |
| Q4 2019 | $10,514,000 | +1.5% | 95,984 | +0.8% | 0.04% | -7.7% |
| Q3 2019 | $10,357,000 | +1.5% | 95,240 | +1.7% | 0.04% | -4.9% |
| Q2 2019 | $10,205,000 | – | 93,677 | – | 0.04% | – |
Download | ||||||
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% |