SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 501 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 13.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,239,794 | -6.5% | 124,334 | -4.8% | 0.03% | -16.7% |
| Q2 2023 | $12,024,456 | +10.2% | 130,658 | +11.2% | 0.04% | +56.5% |
| Q1 2023 | $10,908,021 | +3089.5% | 117,518 | +2992.6% | 0.02% | +2200.0% |
| Q4 2022 | $342,000 | +45.5% | 3,800 | +46.2% | 0.00% | 0.0% |
| Q2 2022 | $235,000 | -24.9% | 2,600 | -16.1% | 0.00% | -50.0% |
| Q2 2020 | $313,000 | -42.0% | 3,100 | -45.6% | 0.00% | -50.0% |
| Q1 2020 | $540,000 | +37.8% | 5,700 | +59.4% | 0.00% | +100.0% |
| Q4 2019 | $392,000 | -24.0% | 3,576 | -24.6% | 0.00% | -50.0% |
| Q3 2019 | $516,000 | – | 4,743 | – | 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% |