SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 502 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $206,835 | -8.9% | 2,288 | +11.0% | 0.04% | -21.2% |
Q2 2021 | $227,000 | +4.1% | 2,061 | +2.6% | 0.05% | -1.9% |
Q1 2021 | $218,000 | -5.6% | 2,008 | -4.7% | 0.05% | -10.2% |
Q4 2020 | $231,000 | +6.0% | 2,108 | +1.5% | 0.06% | -22.4% |
Q2 2020 | $218,000 | -39.1% | 2,076 | -36.5% | 0.08% | -45.7% |
Q4 2019 | $358,000 | -4.5% | 3,270 | -5.2% | 0.14% | -13.0% |
Q3 2019 | $375,000 | – | 3,450 | – | 0.16% | – |
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% |