SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 537 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 7.95 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $878,318 | -21.0% | 9,716 | -19.6% | 0.01% | -23.1% |
| Q2 2023 | $1,111,964 | -7.7% | 12,083 | -7.0% | 0.01% | -13.3% |
| Q1 2023 | $1,205,353 | -1.9% | 12,986 | -4.9% | 0.02% | -6.2% |
| Q4 2022 | $1,228,447 | +4.5% | 13,649 | +1.9% | 0.02% | -11.1% |
| Q3 2022 | $1,176,000 | -1.1% | 13,390 | +2.1% | 0.02% | 0.0% |
| Q2 2022 | $1,189,000 | -8.7% | 13,109 | +3.0% | 0.02% | 0.0% |
| Q1 2022 | $1,303,000 | -55.4% | 12,730 | -52.7% | 0.02% | -59.1% |
| Q4 2021 | $2,921,000 | +35.9% | 26,899 | +36.8% | 0.04% | +22.2% |
| Q3 2021 | $2,150,000 | +10.7% | 19,661 | +11.2% | 0.04% | +2.9% |
| Q2 2021 | $1,942,000 | +3.8% | 17,684 | +2.9% | 0.04% | -12.5% |
| Q1 2021 | $1,871,000 | +7.9% | 17,180 | +7.8% | 0.04% | -2.4% |
| Q4 2020 | $1,734,000 | -52.1% | 15,944 | -54.1% | 0.04% | -29.3% |
| Q3 2020 | $3,620,000 | +221.5% | 34,710 | +213.3% | 0.06% | +81.2% |
| Q2 2020 | $1,126,000 | +5.5% | 11,079 | -1.6% | 0.03% | 0.0% |
| Q1 2020 | $1,067,000 | +1.5% | 11,258 | +17.0% | 0.03% | +33.3% |
| Q4 2019 | $1,051,000 | +76.9% | 9,625 | +75.8% | 0.02% | 0.0% |
| Q3 2019 | $594,000 | +89.8% | 5,476 | +90.3% | 0.02% | +71.4% |
| Q2 2019 | $313,000 | – | 2,878 | – | 0.01% | – |
Download | ||||||
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% |