SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 452 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is 8.70 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $348,894 | +35.0% | 3,859 | +37.4% | 0.31% | +31.9% |
| Q2 2023 | $258,443 | +6.8% | 2,808 | +4.4% | 0.24% | +10.7% |
| Q4 2022 | $241,995 | -3.6% | 2,689 | +11.8% | 0.22% | +50.3% |
| Q3 2020 | $251,000 | -35.8% | 2,405 | -32.5% | 0.14% | -47.2% |
| Q4 2019 | $391,000 | -45.0% | 3,564 | -45.5% | 0.27% | -50.5% |
| Q3 2019 | $711,000 | +14.5% | 6,539 | +14.7% | 0.55% | +50.3% |
| Q2 2019 | $621,000 | – | 5,703 | – | 0.36% | – |
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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% |