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 | $2,710,727 | +6.6% | 29,986 | +8.5% | 0.08% | -1.2% |
| Q2 2023 | $2,542,443 | +34.2% | 27,626 | +35.3% | 0.08% | +23.5% |
| Q1 2023 | $1,895,068 | +29.8% | 20,417 | +25.8% | 0.07% | +17.2% |
| Q4 2022 | $1,460,535 | +26.1% | 16,228 | +23.1% | 0.06% | +16.0% |
| Q3 2022 | $1,158,000 | +31.3% | 13,178 | +35.3% | 0.05% | +35.1% |
| Q2 2022 | $882,000 | +2.0% | 9,739 | +12.5% | 0.04% | +12.1% |
| Q1 2022 | $865,000 | +14.6% | 8,657 | +23.7% | 0.03% | +17.9% |
| Q4 2021 | $755,000 | +2.3% | 6,999 | +3.2% | 0.03% | -12.5% |
| Q3 2021 | $738,000 | -1.9% | 6,785 | -0.9% | 0.03% | -11.1% |
| Q2 2021 | $752,000 | +0.8% | 6,844 | -0.1% | 0.04% | -16.3% |
| Q1 2021 | $746,000 | – | 6,850 | – | 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% |