SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 510 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 4.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,431 | -3.9% | 2,903 | -2.2% | 0.17% | -6.2% |
| Q2 2023 | $273,145 | -0.9% | 2,968 | 0.0% | 0.18% | -8.3% |
| Q1 2023 | $275,490 | +3.1% | 2,968 | 0.0% | 0.19% | -3.5% |
| Q4 2022 | $267,120 | -7.6% | 2,968 | -9.8% | 0.20% | -13.4% |
| Q3 2022 | $289,000 | -3.0% | 3,290 | 0.0% | 0.23% | +2.2% |
| Q2 2022 | $298,000 | -81.7% | 3,290 | -79.3% | 0.23% | -59.5% |
| Q1 2022 | $1,626,000 | +83.3% | 15,870 | +94.3% | 0.56% | -4.1% |
| Q4 2021 | $887,000 | -1.4% | 8,166 | -0.7% | 0.58% | -9.6% |
| Q3 2021 | $900,000 | +37.4% | 8,226 | +38.0% | 0.64% | +33.1% |
| Q2 2021 | $655,000 | -1.8% | 5,961 | -2.7% | 0.48% | -7.3% |
| Q1 2021 | $667,000 | -12.9% | 6,126 | -12.9% | 0.52% | -18.8% |
| Q4 2020 | $766,000 | +3.9% | 7,030 | -0.6% | 0.64% | -8.4% |
| Q3 2020 | $737,000 | – | 7,071 | – | 0.70% | – |
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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% |