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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $343,000 | +4.3% | 3,162 | +5.0% | 0.04% | -4.7% |
| Q3 2021 | $329,000 | 0.0% | 3,011 | +0.5% | 0.04% | -4.4% |
| Q2 2021 | $329,000 | -7.8% | 2,995 | -8.8% | 0.04% | -13.5% |
| Q1 2021 | $357,000 | +3.8% | 3,283 | +4.1% | 0.05% | -17.5% |
| Q4 2020 | $344,000 | +3.6% | 3,154 | -0.8% | 0.06% | -13.7% |
| Q3 2020 | $332,000 | -8.8% | 3,181 | -11.6% | 0.07% | -16.1% |
| Q2 2020 | $364,000 | +7.7% | 3,600 | +0.9% | 0.09% | -18.7% |
| Q1 2020 | $338,000 | -12.2% | 3,569 | +1.6% | 0.11% | +37.2% |
| Q4 2019 | $385,000 | +1.9% | 3,513 | +0.9% | 0.08% | -2.5% |
| Q3 2019 | $378,000 | -4.8% | 3,480 | -4.6% | 0.08% | -14.0% |
| Q2 2019 | $397,000 | – | 3,647 | – | 0.09% | – |
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% |