SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 511 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 11.88 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $727,000 | -20.8% | 8,279 | -18.2% | 0.37% | -16.4% |
| Q2 2022 | $918,000 | +5.4% | 10,119 | +19.1% | 0.44% | +16.7% |
| Q1 2022 | $871,000 | +16.6% | 8,494 | +23.5% | 0.38% | +20.8% |
| Q4 2021 | $747,000 | +8.7% | 6,879 | +9.5% | 0.31% | +1.6% |
| Q3 2021 | $687,000 | +0.1% | 6,280 | +0.7% | 0.31% | +1.0% |
| Q2 2021 | $686,000 | +1.9% | 6,236 | +0.8% | 0.30% | -7.3% |
| Q1 2021 | $673,000 | +4.8% | 6,188 | +5.0% | 0.33% | +2.2% |
| Q4 2020 | $642,000 | +5.8% | 5,894 | +1.2% | 0.32% | -6.1% |
| Q3 2020 | $607,000 | +6.7% | 5,825 | +3.6% | 0.34% | +0.9% |
| Q2 2020 | $569,000 | +8.6% | 5,623 | +1.7% | 0.34% | -6.6% |
| Q1 2020 | $524,000 | -5.4% | 5,531 | +9.7% | 0.36% | +12.7% |
| Q4 2019 | $554,000 | +5.5% | 5,040 | +4.0% | 0.32% | +0.9% |
| Q3 2019 | $525,000 | +2.3% | 4,844 | +2.4% | 0.32% | +0.3% |
| Q2 2019 | $513,000 | – | 4,732 | – | 0.32% | – |
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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% |