SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 507 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 11.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,103,061 | +1.1% | 12,202 | +2.9% | 0.40% | +1.8% |
| Q2 2023 | $1,091,292 | +6.7% | 11,858 | +4.4% | 0.39% | -4.1% |
| Q4 2022 | $1,022,580 | +56.8% | 11,362 | +89.3% | 0.41% | +69.8% |
| Q4 2021 | $652,000 | +2.5% | 6,003 | +3.3% | 0.24% | -3.2% |
| Q3 2021 | $636,000 | +5.8% | 5,813 | +6.3% | 0.25% | +10.1% |
| Q2 2021 | $601,000 | +2.2% | 5,468 | +1.1% | 0.23% | -3.0% |
| Q1 2021 | $588,000 | +1.9% | 5,408 | +2.1% | 0.23% | -4.1% |
| Q4 2020 | $577,000 | +5.3% | 5,298 | +0.7% | 0.24% | -7.9% |
| Q3 2020 | $548,000 | -9.1% | 5,260 | -4.4% | 0.26% | -5.7% |
| Q4 2019 | $603,000 | +0.8% | 5,502 | 0.0% | 0.28% | -11.4% |
| Q3 2019 | $598,000 | – | 5,502 | – | 0.32% | – |
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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% |