SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 557 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 21.50 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,683 | +0.9% | 4,554 | +2.7% | 0.01% | -28.6% |
| Q2 2023 | $408,003 | -4.9% | 4,433 | -4.1% | 0.01% | 0.0% |
| Q1 2023 | $429,214 | -6.9% | 4,624 | -9.7% | 0.01% | -22.2% |
| Q4 2022 | $461,043 | -5.9% | 5,123 | -8.2% | 0.01% | -18.2% |
| Q3 2022 | $490,000 | -18.3% | 5,578 | -15.6% | 0.01% | -15.4% |
| Q2 2022 | $600,000 | -36.0% | 6,612 | -27.7% | 0.01% | 0.0% |
| Q1 2022 | $937,000 | +6.7% | 9,140 | +13.1% | 0.01% | -43.5% |
| Q4 2021 | $878,000 | -7.9% | 8,084 | -7.2% | 0.02% | -4.2% |
| Q3 2021 | $953,000 | +124.8% | 8,712 | +126.1% | 0.02% | +60.0% |
| Q2 2021 | $424,000 | – | 3,853 | – | 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% |