SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 15 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,423 | +46.3% | 1,133 | +75.1% | 0.00% | +100.0% |
| Q1 2021 | $70,000 | -63.2% | 647 | -62.8% | 0.00% | -66.7% |
| Q4 2020 | $190,000 | -18.5% | 1,741 | -22.0% | 0.00% | -25.0% |
| Q3 2020 | $233,000 | -18.2% | 2,231 | -20.8% | 0.00% | -33.3% |
| Q2 2020 | $285,000 | +45.4% | 2,816 | +57.5% | 0.01% | +100.0% |
| Q4 2019 | $196,000 | +73.5% | 1,788 | +72.6% | 0.00% | +50.0% |
| Q3 2019 | $113,000 | +197.4% | 1,036 | +196.0% | 0.00% | +100.0% |
| Q2 2019 | $38,000 | – | 350 | – | 0.00% | – |
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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% |