SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 537 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 7.95 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,172,739 | +6.2% | 79,344 | +8.1% | 2.92% | +7.0% |
| Q2 2023 | $6,754,081 | +2.8% | 73,390 | +2.1% | 2.73% | -7.5% |
| Q1 2023 | $6,570,647 | +3.3% | 71,850 | +1.6% | 2.95% | +6.2% |
| Q4 2022 | $6,362,594 | +72.3% | 70,695 | +81.4% | 2.78% | -24.9% |
| Q1 2020 | $3,693,000 | -10.1% | 38,981 | +3.9% | 3.70% | +17.1% |
| Q4 2019 | $4,109,000 | +6.1% | 37,509 | +5.3% | 3.16% | +1.2% |
| Q3 2019 | $3,872,000 | – | 35,607 | – | 3.13% | – |
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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% |