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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $500,454 | -27.2% | 5,536 | -25.9% | 0.00% | -33.3% |
| Q2 2023 | $687,645 | -8.9% | 7,472 | -8.1% | 0.00% | 0.0% |
| Q1 2023 | $754,606 | -13.3% | 8,130 | -16.0% | 0.00% | -25.0% |
| Q4 2022 | $870,694 | -4.1% | 9,674 | -6.4% | 0.00% | -20.0% |
| Q3 2022 | $908,000 | -14.3% | 10,331 | -11.5% | 0.01% | -28.6% |
| Q2 2022 | $1,059,000 | -37.2% | 11,672 | -29.0% | 0.01% | -36.4% |
| Q1 2022 | $1,685,000 | +1.9% | 16,436 | +8.0% | 0.01% | 0.0% |
| Q4 2021 | $1,653,000 | -30.4% | 15,225 | -29.9% | 0.01% | -45.0% |
| Q3 2021 | $2,375,000 | -58.0% | 21,718 | -57.8% | 0.02% | -62.3% |
| Q2 2021 | $5,657,000 | +209.5% | 51,446 | +206.2% | 0.05% | +165.0% |
| Q1 2021 | $1,828,000 | +614.1% | 16,804 | +615.7% | 0.02% | +566.7% |
| Q4 2020 | $256,000 | +84.2% | 2,348 | +76.3% | 0.00% | +50.0% |
| Q3 2020 | $139,000 | -18.2% | 1,332 | -20.5% | 0.00% | -33.3% |
| Q2 2020 | $170,000 | +41.7% | 1,675 | +28.3% | 0.00% | 0.0% |
| Q1 2020 | $120,000 | +1.7% | 1,306 | +19.8% | 0.00% | -25.0% |
| Q3 2019 | $118,000 | -10.6% | 1,090 | -10.1% | 0.00% | -20.0% |
| Q2 2019 | $132,000 | +0.8% | 1,212 | -66.7% | 0.01% | 0.0% |
| Q1 2019 | $131,000 | – | 3,637 | – | 0.01% | – |
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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% |