SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 514 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 13.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $86,042 | -22.4% | 952 | -21.0% | 0.00% | 0.0% |
Q2 2023 | $110,888 | -4.9% | 1,205 | -4.1% | 0.00% | 0.0% |
Q1 2023 | $116,607 | +25.2% | 1,256 | +21.4% | 0.00% | 0.0% |
Q4 2022 | $93,110 | +52.6% | 1,035 | +49.6% | 0.00% | 0.0% |
Q3 2022 | $61,000 | +281.2% | 692 | +286.6% | 0.00% | – |
Q2 2022 | $16,000 | -20.0% | 179 | -8.2% | 0.00% | – |
Q1 2022 | $20,000 | -13.0% | 195 | -9.7% | 0.00% | – |
Q4 2021 | $23,000 | +9.5% | 216 | +10.8% | 0.00% | – |
Q3 2021 | $21,000 | 0.0% | 195 | 0.0% | 0.00% | – |
Q2 2021 | $21,000 | +75.0% | 195 | +72.6% | 0.00% | – |
Q1 2021 | $12,000 | +200.0% | 113 | +222.9% | 0.00% | – |
Q4 2020 | $4,000 | 0.0% | 35 | +2.9% | 0.00% | – |
Q3 2020 | $4,000 | +33.3% | 34 | 0.0% | 0.00% | – |
Q2 2020 | $3,000 | -70.0% | 34 | -69.6% | 0.00% | – |
Q1 2020 | $10,000 | +150.0% | 112 | +229.4% | 0.00% | – |
Q4 2019 | $4,000 | +100.0% | 34 | +112.5% | 0.00% | – |
Q3 2019 | $2,000 | 0.0% | 16 | 0.0% | 0.00% | – |
Q2 2019 | $2,000 | – | 16 | – | 0.00% | – |
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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% |