SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 502 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,685 | -11.4% | 2,762 | -9.8% | 0.09% | -10.0% |
| Q2 2023 | $281,796 | -51.2% | 3,062 | -42.5% | 0.10% | -47.1% |
| Q4 2021 | $578,000 | +35.7% | 5,321 | +36.8% | 0.19% | +29.5% |
| Q3 2021 | $426,000 | +3.6% | 3,891 | +4.1% | 0.15% | +7.4% |
| Q2 2021 | $411,000 | -32.2% | 3,737 | -32.9% | 0.14% | -39.0% |
| Q1 2021 | $606,000 | +64.7% | 5,571 | +64.8% | 0.22% | +53.8% |
| Q4 2020 | $368,000 | -50.1% | 3,381 | -52.2% | 0.14% | -58.5% |
| Q3 2020 | $738,000 | +194.0% | 7,073 | +185.4% | 0.35% | +181.5% |
| Q2 2020 | $251,000 | -62.8% | 2,478 | -65.2% | 0.12% | -71.2% |
| Q1 2020 | $674,000 | -2.5% | 7,112 | +12.7% | 0.43% | +30.3% |
| Q4 2019 | $691,000 | +0.7% | 6,312 | 0.0% | 0.33% | -2.9% |
| Q3 2019 | $686,000 | -0.3% | 6,312 | 0.0% | 0.34% | -9.8% |
| Q2 2019 | $688,000 | – | 6,312 | – | 0.38% | – |
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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% |