SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 330 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,089,000 | -23.3% | 40,330 | -22.7% | 0.11% | -18.6% |
| Q2 2019 | $1,420,000 | -4.8% | 52,160 | -4.7% | 0.14% | -2.8% |
| Q1 2019 | $1,491,000 | +4.6% | 54,727 | 0.0% | 0.14% | +2.1% |
| Q4 2018 | $1,425,000 | +7.4% | 54,727 | +13.8% | 0.14% | +39.6% |
| Q3 2018 | $1,327,000 | +1.1% | 48,093 | 0.0% | 0.10% | +3.1% |
| Q2 2018 | $1,312,000 | -10.5% | 48,093 | -10.2% | 0.10% | -14.8% |
| Q1 2018 | $1,466,000 | -9.6% | 53,565 | -9.0% | 0.12% | +1.8% |
| Q4 2017 | $1,622,000 | – | 58,838 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Value Monitoring, Inc. | 62,848 | $1,495,000 | 100.00% |
| Aristotle Pacific Capital, LLC | 2,294 | $54,555,000 | 85.08% |
| Echo45 Advisors LLC | 336,549 | $8,003,000 | 8.12% |
| Wavelength Capital Management, LLC | 292,000 | $6,944,000 | 7.70% |
| Essex LLC | 832,677 | $19,801,000 | 6.52% |
| Berkshire Money Management, Inc. | 1,451,445 | $34,515,000 | 5.93% |
| Wells Financial Advisors INC | 222,418 | $5,289,000 | 5.12% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 277,790 | $6,648,000 | 4.78% |
| Brendel Financial Advisors LLC | 82,749 | $1,968,000 | 4.67% |
| Ilmarinen Mutual Pension Insurance Co | 11,761,703 | $279,693,000 | 4.57% |