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 | $22,962 | -1.8% | 254 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $23,376 | -0.8% | 254 | 0.0% | 0.00% | -25.0% |
Q1 2023 | $23,576 | +3.1% | 254 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $22,860 | +357.2% | 254 | +370.4% | 0.00% | +300.0% |
Q3 2022 | $5,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $5,000 | -16.7% | 54 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $6,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $6,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $6,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $6,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $6,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $6,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $6,000 | +20.0% | 54 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $5,000 | -28.6% | 54 | -25.0% | 0.00% | -50.0% |
Q1 2020 | $7,000 | -22.2% | 72 | -12.2% | 0.00% | 0.0% |
Q4 2019 | $9,000 | – | 82 | – | 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% |