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 | $13,632,500 | +143.0% | 150,802 | +143.8% | 4.23% | +99.2% |
| Q2 2022 | $5,610,399 | -34.5% | 61,850 | -26.0% | 2.12% | -34.3% |
| Q1 2022 | $8,569,366 | +9.0% | 83,604 | +15.5% | 3.24% | +0.8% |
| Q4 2021 | $7,861,457 | -3.5% | 72,409 | -2.8% | 3.21% | -13.5% |
| Q3 2021 | $8,143,992 | +50.8% | 74,470 | +51.6% | 3.71% | +40.2% |
| Q2 2021 | $5,401,519 | -28.0% | 49,123 | -28.8% | 2.65% | -37.1% |
| Q1 2021 | $7,506,844 | – | 68,997 | – | 4.21% | – |
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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% |