SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 497 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4.93 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $432,700 | -1.8% | 4,786 | 0.0% | 0.12% | +0.8% |
| Q2 2023 | $440,502 | -0.9% | 4,786 | 0.0% | 0.12% | -4.6% |
| Q1 2023 | $444,285 | +103222.1% | 4,786 | 0.0% | 0.13% | +12900.0% |
| Q4 2022 | $430 | -99.9% | 4,786 | +2.3% | 0.00% | 0.0% |
| Q3 2022 | $411,000 | +5.4% | 4,679 | +8.6% | 0.00% | 0.0% |
| Q2 2022 | $390,000 | +45.0% | 4,310 | +63.8% | 0.00% | 0.0% |
| Q1 2022 | $269,000 | +24.5% | 2,631 | +31.8% | 0.00% | – |
| Q4 2021 | $216,000 | +11.3% | 1,996 | +12.1% | 0.00% | – |
| Q3 2021 | $194,000 | +9.0% | 1,781 | +9.9% | 0.00% | – |
| Q2 2021 | $178,000 | +1383.3% | 1,621 | +1309.6% | 0.00% | – |
| Q1 2021 | $12,000 | – | 115 | – | 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% |