SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 330 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $3,909,000 | -45.5% | 130,619 | -43.6% | 6.85% | +22.1% |
| Q2 2014 | $7,166,000 | +4.8% | 231,474 | +4.9% | 5.61% | -6.0% |
| Q1 2014 | $6,835,000 | +15.1% | 220,706 | +14.6% | 5.97% | +10.7% |
| Q4 2013 | $5,940,000 | +30.8% | 192,530 | +29.5% | 5.39% | +17.0% |
| Q3 2013 | $4,541,000 | +186.1% | 148,689 | +182.8% | 4.61% | +164.3% |
| Q2 2013 | $1,587,000 | – | 52,584 | – | 1.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Value Monitoring, Inc. | 62,848 | $1,495,000 | 100.00% |
| Aristotle Pacific Capital, LLC | 2,294 | $54,555,000 | 85.08% |
| Echo45 Advisors LLC | 336,549 | $8,003,000 | 8.12% |
| Wavelength Capital Management, LLC | 292,000 | $6,944,000 | 7.70% |
| Essex LLC | 832,677 | $19,801,000 | 6.52% |
| Berkshire Money Management, Inc. | 1,451,445 | $34,515,000 | 5.93% |
| Wells Financial Advisors INC | 222,418 | $5,289,000 | 5.12% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 277,790 | $6,648,000 | 4.78% |
| Brendel Financial Advisors LLC | 82,749 | $1,968,000 | 4.67% |
| Ilmarinen Mutual Pension Insurance Co | 11,761,703 | $279,693,000 | 4.57% |