SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 501 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 13.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,166,914 | +18.4% | 23,970 | +20.5% | 0.03% | +17.2% |
| Q2 2023 | $1,830,251 | +129.1% | 19,888 | +131.1% | 0.03% | +123.1% |
| Q1 2023 | $798,875 | -49.2% | 8,607 | -50.7% | 0.01% | -55.2% |
| Q4 2022 | $1,572,286 | +313.8% | 17,470 | +304.2% | 0.03% | +190.0% |
| Q3 2022 | $380,000 | +18.4% | 4,322 | +22.1% | 0.01% | +42.9% |
| Q2 2022 | $321,000 | +31.0% | 3,540 | +48.3% | 0.01% | +40.0% |
| Q1 2022 | $245,000 | -2.0% | 2,387 | +3.8% | 0.01% | 0.0% |
| Q4 2021 | $250,000 | -1.2% | 2,299 | -0.6% | 0.01% | 0.0% |
| Q3 2021 | $253,000 | +11.0% | 2,313 | +11.5% | 0.01% | 0.0% |
| Q2 2021 | $228,000 | +2.7% | 2,074 | +1.8% | 0.01% | -16.7% |
| Q1 2021 | $222,000 | -11.6% | 2,037 | -11.6% | 0.01% | -25.0% |
| Q4 2020 | $251,000 | +17.3% | 2,305 | +12.1% | 0.01% | 0.0% |
| Q3 2020 | $214,000 | -21.9% | 2,056 | -24.2% | 0.01% | -33.3% |
| Q2 2020 | $274,000 | -11.6% | 2,713 | -17.1% | 0.01% | -29.4% |
| Q1 2020 | $310,000 | -15.3% | 3,274 | -1.1% | 0.02% | +6.2% |
| Q4 2019 | $366,000 | +1.9% | 3,309 | +0.8% | 0.02% | 0.0% |
| Q3 2019 | $359,000 | +3.2% | 3,284 | +3.1% | 0.02% | +6.7% |
| Q2 2019 | $348,000 | – | 3,185 | – | 0.02% | – |
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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% |