SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 502 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,478,492 | -2.6% | 16,355 | 0.0% | 1.05% | -4.0% |
| Q1 2023 | $1,518,071 | +1.8% | 16,355 | -1.3% | 1.09% | +14.5% |
| Q4 2022 | $1,491,570 | +2.4% | 16,573 | 0.0% | 0.95% | -4.8% |
| Q3 2022 | $1,456,000 | -3.1% | 16,573 | 0.0% | 1.00% | +2.6% |
| Q2 2022 | $1,503,000 | -11.5% | 16,573 | 0.0% | 0.98% | -0.7% |
| Q1 2022 | $1,699,000 | -12.7% | 16,573 | -7.5% | 0.98% | -31.0% |
| Q4 2021 | $1,946,000 | – | 17,923 | – | 1.43% | – |
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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% |