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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,114 | -1.8% | 134 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $12,332 | +102666.7% | 134 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $12 | 0.0% | 134 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $12 | -99.7% | 134 | +226.8% | 0.01% | +100.0% |
| Q3 2022 | $4,000 | -77.8% | 41 | -79.3% | 0.00% | -57.1% |
| Q2 2022 | $18,000 | +28.6% | 198 | +47.8% | 0.01% | +40.0% |
| Q1 2022 | $14,000 | -6.7% | 134 | 0.0% | 0.01% | -28.6% |
| Q4 2021 | $15,000 | 0.0% | 134 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 134 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | 0.0% | 134 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $15,000 | +7.1% | 134 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $14,000 | -50.0% | 134 | -49.8% | 0.01% | -62.5% |
| Q3 2020 | $28,000 | +100.0% | 267 | +99.3% | 0.02% | +77.8% |
| Q2 2020 | $14,000 | -58.8% | 134 | -56.6% | 0.01% | -59.1% |
| Q4 2019 | $34,000 | – | 309 | – | 0.02% | – |
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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% |