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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,441,083 | -3.3% | 15,941 | -1.6% | 0.69% | +2.7% |
Q2 2023 | $1,490,059 | -1.9% | 16,193 | -1.1% | 0.67% | -7.6% |
Q1 2023 | $1,519,295 | +4.7% | 16,368 | +1.5% | 0.72% | -1.1% |
Q4 2022 | $1,451,086 | +26.4% | 16,123 | +23.4% | 0.73% | +22.4% |
Q3 2022 | $1,148,000 | -3.0% | 13,063 | +0.2% | 0.60% | +2.9% |
Q2 2022 | $1,183,000 | +4.2% | 13,043 | +17.8% | 0.58% | +23.6% |
Q1 2022 | $1,135,000 | +6.4% | 11,076 | +12.7% | 0.47% | +12.1% |
Q4 2021 | $1,067,000 | +21.0% | 9,824 | +21.8% | 0.42% | +6.6% |
Q3 2021 | $882,000 | +145.0% | 8,065 | +146.0% | 0.39% | +130.4% |
Q2 2021 | $360,000 | +135.3% | 3,278 | +132.6% | 0.17% | +103.6% |
Q1 2021 | $153,000 | +20.5% | 1,409 | +20.8% | 0.08% | +20.0% |
Q4 2020 | $127,000 | +53.0% | 1,166 | +45.9% | 0.07% | +32.1% |
Q3 2020 | $83,000 | +53.7% | 799 | +48.5% | 0.05% | +39.5% |
Q2 2020 | $54,000 | – | 538 | – | 0.04% | – |
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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% |