SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 497 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4.93 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,710 | -14.5% | 19 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 19 | +11.8% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 17 | +6.2% | 0.00% | +100.0% |
| Q1 2022 | $2,000 | 0.0% | 16 | -5.9% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 17 | -10.5% | 0.00% | -100.0% |
| Q3 2021 | $2,000 | -95.7% | 19 | -95.6% | 0.00% | -94.9% |
| Q2 2021 | $47,000 | 0.0% | 430 | -0.5% | 0.04% | -17.0% |
| Q1 2021 | $47,000 | +62.1% | 432 | +62.4% | 0.05% | +104.3% |
| Q4 2020 | $29,000 | +26.1% | 266 | +19.3% | 0.02% | -14.8% |
| Q3 2020 | $23,000 | +666.7% | 223 | +792.0% | 0.03% | +575.0% |
| Q2 2020 | $3,000 | – | 25 | – | 0.00% | – |
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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% |