SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 557 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 21.50 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,472,000 | +74.7% | 27,350 | +77.9% | 0.69% | +67.6% |
| Q2 2023 | $1,415,000 | -44.3% | 15,372 | -43.8% | 0.41% | -42.6% |
| Q1 2023 | $2,539,000 | +3.1% | 27,350 | 0.0% | 0.72% | 0.0% |
| Q4 2022 | $2,462,000 | +2.9% | 27,350 | +0.5% | 0.72% | -3.4% |
| Q3 2022 | $2,392,000 | -4.4% | 27,225 | -1.3% | 0.74% | +4.1% |
| Q2 2022 | $2,502,000 | +22.1% | 27,585 | +38.0% | 0.72% | +38.5% |
| Q1 2022 | $2,049,000 | +139.9% | 19,990 | +154.2% | 0.52% | +143.9% |
| Q4 2021 | $854,000 | +131.4% | 7,865 | +132.0% | 0.21% | +75.2% |
| Q3 2019 | $369,000 | +3.1% | 3,390 | +3.3% | 0.12% | +15.2% |
| Q2 2019 | $358,000 | – | 3,282 | – | 0.10% | – |
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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% |