SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 15 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $786,480 | -30.0% | 8,700 | -28.7% | 1.68% | -41.5% |
| Q2 2023 | $1,122,766 | -60.2% | 12,200 | -59.9% | 2.87% | +48.1% |
| Q1 2023 | $2,821,728 | +1206.4% | 30,400 | +1166.7% | 1.94% | +564.4% |
| Q4 2022 | $216,000 | -94.3% | 2,400 | -93.1% | 0.29% | -92.6% |
| Q1 2021 | $3,764,000 | -28.9% | 34,600 | -28.8% | 3.97% | +48.4% |
| Q4 2020 | $5,294,000 | +155.1% | 48,600 | +144.2% | 2.67% | +35.7% |
| Q3 2020 | $2,075,000 | -70.5% | 19,900 | -69.0% | 1.97% | -34.4% |
| Q4 2019 | $7,029,000 | +7.4% | 64,166 | +6.6% | 3.00% | -37.1% |
| Q3 2019 | $6,542,000 | -38.6% | 60,166 | -38.5% | 4.77% | -20.4% |
| Q2 2019 | $10,662,000 | – | 97,866 | – | 6.00% | – |
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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% |