SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 507 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 11.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $451,198 | -50.6% | 4,861 | -52.1% | 0.00% | -50.0% |
| Q4 2022 | $913,140 | -11.0% | 10,146 | -13.1% | 0.00% | 0.0% |
| Q3 2022 | $1,026,000 | +18.1% | 11,682 | +21.9% | 0.00% | 0.0% |
| Q2 2022 | $869,000 | +18.6% | 9,581 | +34.0% | 0.00% | +100.0% |
| Q1 2022 | $733,000 | -52.1% | 7,152 | -49.2% | 0.00% | -50.0% |
| Q4 2021 | $1,530,000 | +9.5% | 14,092 | +10.3% | 0.00% | 0.0% |
| Q3 2021 | $1,397,000 | -0.9% | 12,778 | -0.3% | 0.00% | 0.0% |
| Q2 2021 | $1,410,000 | +0.6% | 12,816 | -0.5% | 0.00% | -33.3% |
| Q1 2021 | $1,401,000 | +70.4% | 12,875 | +70.6% | 0.00% | +50.0% |
| Q4 2020 | $822,000 | – | 7,545 | – | 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% |