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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,800,198 | +37.0% | 19,561 | +38.2% | 0.34% | +21.7% |
| Q1 2023 | $1,313,681 | -53.3% | 14,153 | -54.7% | 0.28% | -57.0% |
| Q4 2022 | $2,812,050 | +109.1% | 31,245 | +104.0% | 0.64% | +87.2% |
| Q3 2022 | $1,345,000 | -29.6% | 15,313 | -27.3% | 0.34% | -29.1% |
| Q2 2022 | $1,911,000 | +4.7% | 21,068 | +18.3% | 0.48% | +22.5% |
| Q1 2022 | $1,825,000 | -54.1% | 17,806 | -51.3% | 0.40% | -50.1% |
| Q4 2021 | $3,972,000 | +49.5% | 36,593 | +50.6% | 0.79% | +29.7% |
| Q3 2021 | $2,657,000 | -57.3% | 24,297 | -57.1% | 0.61% | -52.1% |
| Q2 2021 | $6,223,000 | +1.0% | 56,595 | -0.1% | 1.27% | -9.1% |
| Q1 2021 | $6,163,000 | -6.0% | 56,644 | -5.9% | 1.40% | -1.3% |
| Q4 2020 | $6,555,000 | +55.8% | 60,172 | +49.1% | 1.42% | +40.2% |
| Q3 2020 | $4,207,000 | +55.1% | 40,350 | +50.4% | 1.01% | +47.0% |
| Q2 2020 | $2,713,000 | -33.3% | 26,821 | -37.5% | 0.69% | -36.1% |
| Q1 2020 | $4,067,000 | +48.0% | 42,933 | +71.1% | 1.08% | +67.3% |
| Q4 2019 | $2,748,000 | +98.4% | 25,086 | +97.0% | 0.64% | +87.0% |
| Q3 2019 | $1,385,000 | – | 12,735 | – | 0.34% | – |
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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% |