SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 511 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 11.88 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,802 | -92.5% | 2,653 | -92.4% | 0.12% | -91.7% |
| Q2 2023 | $3,205,133 | +1347.9% | 34,827 | +1360.3% | 1.45% | +1238.9% |
| Q1 2023 | $221,363 | -16.7% | 2,385 | -19.2% | 0.11% | -32.9% |
| Q4 2022 | $265,680 | -22.5% | 2,952 | -24.3% | 0.16% | -29.7% |
| Q3 2022 | $343,000 | -1.4% | 3,900 | +1.5% | 0.23% | -19.9% |
| Q2 2022 | $348,000 | -13.4% | 3,841 | -2.0% | 0.29% | 0.0% |
| Q1 2022 | $402,000 | -88.5% | 3,919 | -87.8% | 0.29% | -84.8% |
| Q4 2021 | $3,496,000 | +1.4% | 32,198 | +2.1% | 1.89% | -3.4% |
| Q3 2021 | $3,448,000 | +6.7% | 31,528 | +7.3% | 1.95% | -8.9% |
| Q2 2021 | $3,230,000 | -20.4% | 29,376 | -21.2% | 2.14% | -50.1% |
| Q1 2021 | $4,056,000 | – | 37,284 | – | 4.29% | – |
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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% |