SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 510 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 4.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $206,000 | -12.7% | 2,271 | -1.4% | 0.13% | 0.0% |
| Q1 2022 | $236,000 | -24.8% | 2,303 | -20.3% | 0.13% | -24.3% |
| Q4 2021 | $314,000 | -18.0% | 2,888 | -17.6% | 0.18% | -26.2% |
| Q3 2021 | $383,000 | -0.5% | 3,503 | 0.0% | 0.24% | +3.0% |
| Q2 2021 | $385,000 | +1.0% | 3,503 | 0.0% | 0.23% | -5.7% |
| Q1 2021 | $381,000 | -0.3% | 3,503 | 0.0% | 0.25% | -8.5% |
| Q4 2020 | $382,000 | +4.7% | 3,503 | 0.0% | 0.27% | -13.7% |
| Q3 2020 | $365,000 | -2.4% | 3,503 | -5.2% | 0.31% | -3.4% |
| Q2 2020 | $374,000 | +1.4% | 3,696 | -5.1% | 0.32% | -14.1% |
| Q1 2020 | $369,000 | -15.9% | 3,895 | -2.9% | 0.38% | +10.6% |
| Q4 2019 | $439,000 | +0.7% | 4,010 | +0.0% | 0.34% | -4.5% |
| Q3 2019 | $436,000 | -2.9% | 4,009 | -2.7% | 0.36% | -5.8% |
| Q2 2019 | $449,000 | – | 4,120 | – | 0.38% | – |
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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% |