SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 514 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 13.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $268,000 | -65.4% | 3,060 | -57.1% | 0.03% | -56.9% |
| Q4 2021 | $774,000 | -64.5% | 7,134 | -64.0% | 0.06% | -75.2% |
| Q2 2021 | $2,181,000 | -30.3% | 19,837 | -31.0% | 0.26% | -59.9% |
| Q4 2020 | $3,131,000 | +476.6% | 28,744 | +451.9% | 0.65% | +391.7% |
| Q3 2020 | $543,000 | -25.6% | 5,208 | -27.9% | 0.13% | -37.0% |
| Q2 2020 | $730,000 | -29.7% | 7,225 | -23.9% | 0.21% | -59.7% |
| Q4 2019 | $1,039,000 | -67.9% | 9,493 | -68.2% | 0.52% | -68.1% |
| Q3 2019 | $3,241,000 | – | 29,807 | – | 1.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 673,701 | $59,184,000 | 9.32% |
| All Season Financial Advisors, Inc. | 59,005 | $5,184,000 | 5.63% |
| ALTERNA WEALTH MANAGEMENT, INC | 43,708 | $3,840,000 | 4.56% |
| Chandler Asset Management, Inc. | 154,072 | $13,535,000 | 3.90% |
| ESG Planning | 39,882 | $3,500,000 | 3.59% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 68,403 | $6,009,000 | 3.42% |
| ROVIN CAPITAL /UT/ /ADV | 66,992 | $5,885,000 | 3.37% |
| Venturi Wealth Management, LLC | 378,717 | $33,271,000 | 3.20% |
| TPB WEALTH ADVISORS | 73,972 | $6,507,000 | 3.10% |
| Trek Financial, LLC | 321,171 | $28,215,000 | 2.97% |