SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 507 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 11.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $729,000 | -2.3% | 6,713 | -2.4% | 0.16% | -4.7% |
| Q3 2021 | $746,000 | +3.9% | 6,875 | +5.2% | 0.17% | -18.9% |
| Q2 2021 | $718,000 | +5.7% | 6,533 | +4.6% | 0.21% | -3.2% |
| Q1 2021 | $679,000 | +9.3% | 6,243 | +9.5% | 0.22% | +2.8% |
| Q4 2020 | $621,000 | +7.1% | 5,701 | +2.5% | 0.21% | -6.2% |
| Q3 2020 | $580,000 | -10.5% | 5,561 | -13.2% | 0.23% | -14.0% |
| Q2 2020 | $648,000 | -7.2% | 6,406 | -13.1% | 0.26% | -20.7% |
| Q1 2020 | $698,000 | -5.5% | 7,368 | +9.3% | 0.33% | -1.5% |
| Q4 2019 | $739,000 | +4.5% | 6,743 | +3.7% | 0.34% | -6.6% |
| Q3 2019 | $707,000 | +1.1% | 6,503 | -0.2% | 0.36% | -3.7% |
| Q2 2019 | $699,000 | – | 6,513 | – | 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% |