SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 502 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,862 | -67.3% | 3,306 | -66.5% | 0.02% | -60.3% |
| Q1 2023 | $914,741 | +329.5% | 9,855 | +403.1% | 0.06% | +163.6% |
| Q4 2021 | $213,000 | -14.8% | 1,959 | -13.7% | 0.02% | -37.1% |
| Q2 2021 | $250,000 | -11.0% | 2,271 | -11.8% | 0.04% | -39.7% |
| Q4 2020 | $281,000 | -10.8% | 2,575 | -11.0% | 0.06% | -36.3% |
| Q3 2019 | $315,000 | – | 2,893 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 673,701 | $59,184,000 | 9.32% |
| All Season Financial Advisors, Inc. | 59,005 | $5,184,000 | 5.63% |
| ALTERNA WEALTH MANAGEMENT, INC | 43,708 | $3,840,000 | 4.56% |
| Chandler Asset Management, Inc. | 154,072 | $13,535,000 | 3.90% |
| ESG Planning | 39,882 | $3,500,000 | 3.59% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 68,403 | $6,009,000 | 3.42% |
| ROVIN CAPITAL /UT/ /ADV | 66,992 | $5,885,000 | 3.37% |
| Venturi Wealth Management, LLC | 378,717 | $33,271,000 | 3.20% |
| TPB WEALTH ADVISORS | 73,972 | $6,507,000 | 3.10% |
| Trek Financial, LLC | 321,171 | $28,215,000 | 2.97% |