SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 510 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 4.29 and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |