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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $261,000 | -26.1% | 2,556 | -21.3% | 0.03% | -20.6% |
| Q4 2021 | $353,000 | +3.2% | 3,249 | +4.0% | 0.03% | -8.1% |
| Q3 2021 | $342,000 | +6.9% | 3,125 | +7.2% | 0.04% | +2.8% |
| Q2 2021 | $320,000 | +20.3% | 2,914 | +19.2% | 0.04% | +2.9% |
| Q1 2021 | $266,000 | -24.2% | 2,444 | -34.1% | 0.04% | -56.8% |
| Q1 2020 | $351,000 | -12.9% | 3,706 | +0.7% | 0.08% | +12.5% |
| Q4 2019 | $403,000 | -20.5% | 3,682 | -21.0% | 0.07% | -30.8% |
| Q3 2019 | $507,000 | +61.5% | 4,660 | +61.8% | 0.10% | +44.4% |
| Q2 2019 | $314,000 | – | 2,880 | – | 0.07% | – |
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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% |