SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 537 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 7.95 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210,634 | -7.7% | 2,330 | -6.0% | 0.01% | -6.7% |
| Q2 2023 | $228,263 | -0.3% | 2,480 | +0.6% | 0.02% | -6.2% |
| Q1 2023 | $228,887 | +2.0% | 2,465 | -1.1% | 0.02% | -5.9% |
| Q4 2022 | $224,403 | -9.9% | 2,493 | -12.1% | 0.02% | -19.0% |
| Q3 2022 | $249,000 | +6.0% | 2,835 | +9.2% | 0.02% | -12.5% |
| Q2 2022 | $235,000 | -13.6% | 2,596 | -2.3% | 0.02% | +4.3% |
| Q1 2022 | $272,000 | +9.2% | 2,656 | +15.7% | 0.02% | +9.5% |
| Q4 2021 | $249,000 | -13.2% | 2,296 | -12.7% | 0.02% | -12.5% |
| Q3 2021 | $287,000 | -6.5% | 2,630 | -6.1% | 0.02% | -22.6% |
| Q2 2021 | $307,000 | -37.2% | 2,800 | -37.8% | 0.03% | -40.4% |
| Q1 2021 | $489,000 | -17.3% | 4,498 | -17.1% | 0.05% | -28.8% |
| Q4 2020 | $591,000 | +6.3% | 5,425 | +1.7% | 0.07% | -7.6% |
| Q3 2020 | $556,000 | +3.9% | 5,333 | +0.8% | 0.08% | -6.0% |
| Q2 2020 | $535,000 | +3.5% | 5,293 | -3.2% | 0.08% | -17.6% |
| Q1 2020 | $517,000 | -22.0% | 5,466 | -9.7% | 0.10% | -3.8% |
| Q4 2019 | $663,000 | +3.9% | 6,055 | +3.1% | 0.11% | -5.4% |
| Q3 2019 | $638,000 | +3.4% | 5,871 | +3.6% | 0.11% | +0.9% |
| Q2 2019 | $617,000 | +3.4% | 5,668 | -65.9% | 0.11% | -12.6% |
| Q1 2019 | $597,000 | – | 16,603 | – | 0.13% | – |
Download | ||||||
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% |