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 | $5,685,889 | -5.1% | 62,897 | -3.4% | 0.03% | 0.0% |
| Q2 2023 | $5,990,693 | -3.3% | 65,095 | -2.4% | 0.03% | -8.6% |
| Q1 2023 | $6,193,786 | +11.8% | 66,729 | +8.4% | 0.04% | -37.5% |
| Q4 2022 | $5,540,940 | -6.5% | 61,566 | -8.7% | 0.06% | -18.8% |
| Q3 2022 | $5,924,000 | +432.3% | 67,437 | +449.4% | 0.07% | +475.0% |
| Q2 2022 | $1,113,000 | +150.1% | 12,275 | +201.4% | 0.01% | +200.0% |
| Q3 2021 | $445,000 | +290.4% | 4,073 | +293.9% | 0.00% | +300.0% |
| Q2 2021 | $114,000 | – | 1,034 | – | 0.00% | – |
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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% |