SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 510 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 4.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $179,000 | -13.5% | 1,977 | -2.1% | 0.13% | -2.3% |
| Q1 2022 | $207,000 | -3.3% | 2,020 | +2.6% | 0.13% | -0.7% |
| Q4 2021 | $214,000 | -11.6% | 1,968 | -11.2% | 0.13% | -18.8% |
| Q3 2021 | $242,000 | +16.3% | 2,217 | +17.0% | 0.16% | +13.8% |
| Q2 2021 | $208,000 | -1.9% | 1,895 | -2.6% | 0.14% | -5.8% |
| Q1 2021 | $212,000 | +5.5% | 1,945 | +5.6% | 0.15% | -3.1% |
| Q4 2020 | $201,000 | +12.3% | 1,842 | +7.3% | 0.16% | +1.9% |
| Q3 2020 | $179,000 | -5.8% | 1,717 | -8.5% | 0.16% | -10.9% |
| Q2 2020 | $190,000 | +2.7% | 1,877 | -3.6% | 0.18% | -15.0% |
| Q1 2020 | $185,000 | -13.1% | 1,948 | 0.0% | 0.21% | +9.0% |
| Q4 2019 | $213,000 | +0.5% | 1,948 | 0.0% | 0.19% | -6.4% |
| Q3 2019 | $212,000 | -1.4% | 1,948 | -1.1% | 0.20% | -3.8% |
| Q2 2019 | $215,000 | – | 1,969 | – | 0.21% | – |
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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% |