SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 537 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 7.95 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $617 | +9.8% | 6,488 | +4.3% | 0.01% | 0.0% |
| Q3 2023 | $562 | -1.7% | 6,218 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $572 | -0.9% | 6,218 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $577 | +3.0% | 6,218 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $560 | -99.9% | 6,218 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $546,000 | -3.2% | 6,218 | 0.0% | 0.01% | +9.1% |
| Q2 2022 | $564,000 | -11.5% | 6,218 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $637,000 | -5.6% | 6,218 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $675,000 | +4.2% | 6,218 | +4.9% | 0.01% | -8.3% |
| Q3 2021 | $648,000 | -0.6% | 5,927 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $652,000 | +1.1% | 5,927 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $645,000 | -0.2% | 5,927 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $646,000 | +4.5% | 5,927 | 0.0% | 0.01% | -6.7% |
| Q3 2020 | $618,000 | +3.0% | 5,927 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $600,000 | +6.8% | 5,927 | 0.0% | 0.02% | -5.9% |
| Q1 2020 | $562,000 | +1002.0% | 5,927 | +1161.1% | 0.02% | +1600.0% |
| Q3 2019 | $51,000 | -3.8% | 470 | -3.7% | 0.00% | -50.0% |
| Q2 2019 | $53,000 | – | 488 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 673,701 | $59,184,000 | 9.32% |
| All Season Financial Advisors, Inc. | 59,005 | $5,184,000 | 5.63% |
| ALTERNA WEALTH MANAGEMENT, INC | 43,708 | $3,840,000 | 4.56% |
| Chandler Asset Management, Inc. | 154,072 | $13,535,000 | 3.90% |
| ESG Planning | 39,882 | $3,500,000 | 3.59% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 68,403 | $6,009,000 | 3.42% |
| ROVIN CAPITAL /UT/ /ADV | 66,992 | $5,885,000 | 3.37% |
| Venturi Wealth Management, LLC | 378,717 | $33,271,000 | 3.20% |
| TPB WEALTH ADVISORS | 73,972 | $6,507,000 | 3.10% |
| Trek Financial, LLC | 321,171 | $28,215,000 | 2.97% |