SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 497 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4.93 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72 | -1.4% | 800 | 0.0% | 0.00% | – |
| Q2 2023 | $73 | -1.4% | 800 | 0.0% | 0.00% | – |
| Q1 2023 | $74 | +2.8% | 800 | 0.0% | 0.00% | – |
| Q4 2022 | $72 | -99.9% | 800 | 0.0% | 0.00% | – |
| Q3 2022 | $70,000 | -2.8% | 800 | 0.0% | 0.00% | – |
| Q2 2022 | $72,000 | -12.2% | 800 | 0.0% | 0.00% | – |
| Q1 2022 | $82,000 | -4.7% | 800 | 0.0% | 0.00% | – |
| Q4 2021 | $86,000 | -1.1% | 800 | 0.0% | 0.00% | – |
| Q3 2021 | $87,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q2 2021 | $87,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q1 2021 | $87,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q4 2020 | $87,000 | +4.8% | 800 | 0.0% | 0.00% | – |
| Q3 2020 | $83,000 | +3.8% | 800 | 0.0% | 0.00% | – |
| Q2 2020 | $80,000 | +6.7% | 800 | 0.0% | 0.00% | – |
| Q1 2020 | $75,000 | -13.8% | 800 | 0.0% | 0.00% | – |
| Q4 2019 | $87,000 | +1.2% | 800 | 0.0% | 0.00% | – |
| Q3 2019 | $86,000 | -1.1% | 800 | 0.0% | 0.00% | – |
| Q2 2019 | $87,000 | – | 800 | – | 0.00% | – |
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% |