SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 507 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 11.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2023 | $842 | -96.2% | 9 | -96.4% | 0.00% | -100.0% |
| Q3 2022 | $22,000 | +37.5% | 253 | +42.9% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -11.1% | 177 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | -14.3% | 177 | -5.9% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | -47.5% | 188 | -49.1% | 0.00% | -50.0% |
| Q3 2021 | $40,000 | +37.9% | 369 | +40.3% | 0.00% | +33.3% |
| Q2 2021 | $29,000 | +45.0% | 263 | +41.4% | 0.00% | +50.0% |
| Q1 2021 | $20,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | +11.1% | 186 | +5.1% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | +5.9% | 177 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -10.5% | 177 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $19,000 | 0.0% | 177 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $19,000 | – | 177 | – | 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% |