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 | $453,158 | +69190.2% | 5,013 | -29.5% | 0.08% | +34.5% |
| Q2 2023 | $654 | +48.0% | 7,107 | +49.2% | 0.06% | +61.1% |
| Q1 2023 | $442 | -100.0% | 4,763 | -71.1% | 0.04% | -72.3% |
| Q4 2022 | $1,482,170,040 | +305502.1% | 16,469 | +198.4% | 0.13% | +176.6% |
| Q3 2022 | $485,000 | +38.6% | 5,519 | +71.1% | 0.05% | +56.7% |
| Q4 2021 | $350,000 | -66.7% | 3,225 | -77.7% | 0.03% | -74.1% |
| Q3 2021 | $1,052,000 | +380.4% | 14,485 | +569.7% | 0.12% | +205.3% |
| Q2 2020 | $219,000 | +2.8% | 2,163 | +10.5% | 0.04% | -7.3% |
| Q2 2019 | $213,000 | – | 1,958 | – | 0.04% | – |
Download | ||||||
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% |