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 | $1,887,754 | -15.6% | 20,882 | -14.0% | 0.01% | -12.5% |
| Q2 2023 | $2,235,796 | -7.3% | 24,294 | -6.5% | 0.02% | -30.4% |
| Q1 2023 | $2,410,942 | +971.5% | 25,974 | +1104.7% | 0.02% | +283.3% |
| Q3 2020 | $225,000 | +3.2% | 2,156 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $218,000 | -9.9% | 2,156 | -15.5% | 0.01% | -30.0% |
| Q1 2020 | $242,000 | -13.3% | 2,551 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $279,000 | -21.4% | 2,551 | -21.8% | 0.01% | -38.9% |
| Q3 2019 | $355,000 | -3.5% | 3,264 | -3.5% | 0.02% | -14.3% |
| Q2 2019 | $368,000 | – | 3,381 | – | 0.02% | – |
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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% |