SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 15 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,942,026 | +7.6% | 21,482 | +9.5% | 1.46% | +11.0% |
| Q2 2023 | $1,805,142 | +7.8% | 19,614 | +8.7% | 1.32% | +0.3% |
| Q1 2023 | $1,674,306 | +108833.4% | 18,038 | +5.6% | 1.31% | -6.4% |
| Q4 2022 | $1,537 | -99.9% | 17,079 | -0.8% | 1.40% | +4.3% |
| Q3 2022 | $1,513,000 | +0.5% | 17,217 | +3.8% | 1.34% | +5.5% |
| Q2 2022 | $1,505,000 | – | 16,592 | – | 1.27% | – |
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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% |