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 | $330 | -6.0% | 3,648 | -4.4% | 0.07% | -1.4% |
| Q2 2023 | $351 | -16.6% | 3,817 | -15.9% | 0.07% | -23.7% |
| Q1 2023 | $421 | +2.9% | 4,541 | 0.0% | 0.09% | -5.1% |
| Q4 2022 | $409 | -99.9% | 4,541 | -3.0% | 0.10% | -5.8% |
| Q3 2022 | $411,000 | -3.5% | 4,681 | -0.3% | 0.10% | +2.0% |
| Q2 2022 | $426,000 | -31.4% | 4,693 | -22.6% | 0.10% | -16.4% |
| Q1 2022 | $621,000 | -4.0% | 6,060 | +1.7% | 0.12% | +1.7% |
| Q4 2021 | $647,000 | +17.0% | 5,957 | +17.8% | 0.12% | +6.2% |
| Q3 2021 | $553,000 | – | 5,056 | – | 0.11% | – |
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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% |