SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 507 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 11.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $559,938 | +69.4% | 6,194 | +72.4% | 0.01% | +75.0% |
| Q2 2023 | $330,572 | -19.2% | 3,592 | -18.5% | 0.00% | -20.0% |
| Q1 2023 | $409,243 | +27.9% | 4,409 | +51.6% | 0.01% | -61.5% |
| Q2 2021 | $320,000 | +4.2% | 2,909 | +3.0% | 0.01% | 0.0% |
| Q1 2021 | $307,000 | -19.2% | 2,823 | -19.1% | 0.01% | -27.8% |
| Q4 2020 | $380,000 | +14.1% | 3,491 | +9.2% | 0.02% | +5.9% |
| Q3 2020 | $333,000 | -11.0% | 3,196 | -13.6% | 0.02% | -15.0% |
| Q2 2020 | $374,000 | +12.0% | 3,700 | +5.0% | 0.02% | -13.0% |
| Q1 2020 | $334,000 | -93.7% | 3,523 | -92.8% | 0.02% | -94.5% |
| Q4 2019 | $5,327,000 | – | 48,629 | – | 0.42% | – |
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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% |