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 | $100,197 | -31.1% | 1,108 | -29.9% | 0.09% | -29.0% |
| Q2 2023 | $145,499 | +20.8% | 1,581 | +21.8% | 0.13% | +22.4% |
| Q1 2023 | $120,472 | +42.2% | 1,298 | +37.9% | 0.11% | +30.5% |
| Q4 2022 | $84,702 | -12.7% | 941 | -14.5% | 0.08% | -11.8% |
| Q3 2022 | $97,000 | -99.9% | 1,100 | -16.2% | 0.09% | -3.1% |
| Q2 2022 | $120,118,000 | +125022.9% | 1,313 | +39.8% | 0.10% | +60.0% |
| Q1 2022 | $96,000 | -95.6% | 939 | -99.6% | 0.06% | +252.9% |
| Q4 2021 | $2,179,000 | +651.4% | 236,574 | +8857.7% | 0.02% | -86.6% |
| Q2 2021 | $290,000 | – | 2,641 | – | 0.13% | – |
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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% |