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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $236,000 | -92.9% | 2,599 | -92.0% | 0.18% | -76.5% |
| Q1 2022 | $3,346,000 | -5.7% | 32,643 | -0.1% | 0.76% | +0.9% |
| Q4 2021 | $3,547,000 | +8.0% | 32,672 | +8.8% | 0.75% | +1.8% |
| Q3 2021 | $3,284,000 | +9.9% | 30,028 | +10.5% | 0.74% | +8.8% |
| Q2 2021 | $2,989,000 | +4.2% | 27,181 | +3.1% | 0.68% | -4.6% |
| Q1 2021 | $2,868,000 | -10.7% | 26,357 | -10.6% | 0.71% | +20.3% |
| Q4 2020 | $3,212,000 | +15.2% | 29,485 | +10.3% | 0.59% | +1.0% |
| Q3 2020 | $2,788,000 | +13.7% | 26,736 | +10.3% | 0.59% | +10.4% |
| Q2 2020 | $2,452,000 | +26.2% | 24,237 | +18.2% | 0.53% | +5.6% |
| Q1 2020 | $1,943,000 | -28.6% | 20,507 | -17.5% | 0.50% | -13.3% |
| Q4 2019 | $2,721,000 | +7.4% | 24,842 | +6.6% | 0.58% | +29.2% |
| Q3 2019 | $2,533,000 | +123.0% | 23,294 | -27.3% | 0.45% | +73.4% |
| Q2 2019 | $1,136,000 | – | 32,031 | – | 0.26% | – |
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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% |