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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $256,580 | -64.9% | 2,788 | -64.6% | 0.06% | -68.1% |
| Q1 2023 | $730,122 | -52.0% | 7,866 | -53.4% | 0.18% | -56.0% |
| Q4 2022 | $1,519,920 | +0.4% | 16,888 | -2.0% | 0.41% | -8.8% |
| Q3 2022 | $1,514,000 | +24.5% | 17,236 | +28.6% | 0.45% | +25.8% |
| Q2 2022 | $1,216,000 | +122.3% | 13,407 | +151.3% | 0.36% | +157.9% |
| Q1 2022 | $547,000 | +61.4% | 5,335 | +71.1% | 0.14% | +72.8% |
| Q4 2021 | $339,000 | -64.5% | 3,118 | -64.3% | 0.08% | -67.3% |
| Q3 2021 | $956,000 | +13.7% | 8,742 | +14.3% | 0.25% | +10.7% |
| Q2 2021 | $841,000 | +154.1% | 7,651 | +151.7% | 0.22% | +128.6% |
| Q1 2021 | $331,000 | -64.4% | 3,040 | -64.4% | 0.10% | -68.2% |
| Q4 2020 | $929,000 | +192.1% | 8,532 | +179.5% | 0.31% | +133.3% |
| Q3 2020 | $318,000 | -36.4% | 3,053 | -33.2% | 0.13% | -35.3% |
| Q4 2019 | $500,000 | – | 4,569 | – | 0.20% | – |
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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% |