SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 510 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 4.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,059,437 | +25067.0% | 44,905 | +25560.0% | 0.20% | +20200.0% |
| Q2 2023 | $16,130 | -33.2% | 175 | -32.7% | 0.00% | 0.0% |
| Q1 2023 | $24,159 | -80.7% | 260 | -81.3% | 0.00% | -87.5% |
| Q4 2022 | $125,370 | -84.8% | 1,393 | -85.2% | 0.01% | -84.6% |
| Q3 2022 | $825,000 | +40.5% | 9,386 | +45.0% | 0.05% | +33.3% |
| Q2 2022 | $587,000 | +23.6% | 6,473 | +39.7% | 0.04% | +62.5% |
| Q1 2022 | $475,000 | +14.5% | 4,632 | +21.2% | 0.02% | +14.3% |
| Q4 2021 | $415,000 | +9.2% | 3,823 | +10.0% | 0.02% | -4.5% |
| Q3 2021 | $380,000 | +73.5% | 3,476 | +72.4% | 0.02% | +46.7% |
| Q4 2020 | $219,000 | +4.3% | 2,016 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $210,000 | +2.9% | 2,016 | 0.0% | 0.02% | -5.9% |
| Q2 2020 | $204,000 | -7.3% | 2,016 | 0.0% | 0.02% | +6.2% |
| Q4 2019 | $220,000 | – | 2,016 | – | 0.02% | – |
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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% |