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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,735,770 | +1.5% | 19,201 | +3.4% | 1.66% | +5.1% |
| Q2 2023 | $1,709,733 | +3.6% | 18,578 | +4.4% | 1.57% | +1.4% |
| Q1 2023 | $1,651,082 | +8.5% | 17,788 | +5.2% | 1.55% | +7.1% |
| Q4 2022 | $1,521,720 | -0.6% | 16,908 | -3.0% | 1.45% | -12.3% |
| Q3 2022 | $1,531,000 | -3.8% | 17,429 | -0.7% | 1.65% | +1.2% |
| Q2 2022 | $1,592,000 | -11.1% | 17,545 | +0.5% | 1.63% | +0.4% |
| Q1 2022 | $1,790,000 | -0.5% | 17,460 | +5.4% | 1.63% | +1.3% |
| Q4 2021 | $1,799,000 | – | 16,572 | – | 1.61% | – |
Download | ||||||
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% |