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 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $78,502 | -1.4% | 853 | -0.6% | 0.02% | -4.5% |
| Q1 2023 | $79,616 | +3.7% | 858 | +0.6% | 0.02% | 0.0% |
| Q4 2022 | $76,778 | +3.8% | 853 | +1.2% | 0.02% | -8.3% |
| Q3 2022 | $74,000 | +10.4% | 843 | +14.4% | 0.02% | +14.3% |
| Q2 2022 | $67,000 | -10.7% | 737 | +0.7% | 0.02% | +5.0% |
| Q1 2022 | $75,000 | -5.1% | 732 | +0.4% | 0.02% | +5.3% |
| Q4 2021 | $79,000 | +1.3% | 729 | +2.0% | 0.02% | -13.6% |
| Q1 2021 | $78,000 | +5.4% | 715 | +1.4% | 0.02% | -12.0% |
| Q3 2020 | $74,000 | -1.3% | 705 | +1.7% | 0.02% | -7.4% |
| Q3 2019 | $75,000 | – | 693 | – | 0.03% | – |
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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% |