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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $366,038 | +3.3% | 3,977 | +1.0% | 0.09% | -13.0% |
| Q4 2022 | $354,514 | +52.2% | 3,939 | +83.7% | 0.10% | +66.7% |
| Q4 2021 | $233,000 | +2.6% | 2,144 | +3.8% | 0.06% | -9.1% |
| Q2 2021 | $227,000 | -15.0% | 2,065 | -15.7% | 0.07% | -28.3% |
| Q1 2021 | $267,000 | -3.6% | 2,451 | -3.8% | 0.09% | -6.1% |
| Q4 2020 | $277,000 | -16.3% | 2,547 | -19.7% | 0.10% | -24.6% |
| Q3 2020 | $331,000 | -13.6% | 3,173 | -21.5% | 0.13% | -39.0% |
| Q1 2020 | $383,000 | -8.2% | 4,044 | +6.3% | 0.21% | +20.3% |
| Q4 2019 | $417,000 | +2.5% | 3,803 | +1.5% | 0.18% | -1.1% |
| Q3 2019 | $407,000 | – | 3,745 | – | 0.18% | – |
Download | ||||||
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% |