SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 514 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 13.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,165,527 | +97843.4% | 12,893 | -0.3% | 0.46% | +3.4% |
| Q2 2023 | $1,190 | -1.7% | 12,931 | -1.7% | 0.45% | -5.5% |
| Q1 2023 | $1,210 | -19.1% | 13,158 | -21.1% | 0.47% | -21.8% |
| Q4 2022 | $1,496 | -99.9% | 16,677 | -14.3% | 0.60% | -25.5% |
| Q3 2022 | $1,714,000 | -3.1% | 19,455 | -0.4% | 0.81% | -1.6% |
| Q2 2022 | $1,768,000 | -12.1% | 19,533 | -0.4% | 0.82% | +1.1% |
| Q1 2022 | $2,012,000 | -5.8% | 19,605 | -0.3% | 0.82% | +0.4% |
| Q4 2021 | $2,136,000 | +71.0% | 19,673 | +72.3% | 0.81% | +71.9% |
| Q3 2021 | $1,249,000 | -4.1% | 11,419 | -3.6% | 0.47% | -6.0% |
| Q2 2021 | $1,302,000 | +0.8% | 11,843 | -0.3% | 0.50% | -7.4% |
| Q1 2021 | $1,292,000 | +0.2% | 11,875 | +0.4% | 0.54% | +0.6% |
| Q4 2020 | $1,289,000 | +4.3% | 11,830 | -0.2% | 0.54% | -17.6% |
| Q3 2020 | $1,236,000 | +5.4% | 11,856 | +2.2% | 0.66% | -37.1% |
| Q2 2020 | $1,173,000 | – | 11,599 | – | 1.04% | – |
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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% |