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 | $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 ↓ |
|---|---|---|---|
| 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% |