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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $346,126 | +38.1% | 3,729 | +33.9% | 0.09% | +37.3% |
| Q4 2022 | $250,560 | -3.3% | 2,784 | -5.5% | 0.07% | -6.9% |
| Q3 2022 | $259,000 | -5.1% | 2,946 | -2.0% | 0.07% | +7.5% |
| Q2 2022 | $273,000 | -13.3% | 3,005 | -2.4% | 0.07% | +1.5% |
| Q1 2022 | $315,000 | -1.3% | 3,078 | +5.5% | 0.07% | -7.0% |
| Q3 2021 | $319,000 | -0.3% | 2,918 | +0.4% | 0.07% | -6.6% |
| Q2 2021 | $320,000 | -91.9% | 2,906 | -92.0% | 0.08% | -97.4% |
| Q1 2021 | $3,937,000 | +437.1% | 36,200 | +437.8% | 2.94% | +1376.4% |
| Q4 2020 | $733,000 | -7.1% | 6,731 | -11.1% | 0.20% | -4.8% |
| Q3 2020 | $789,000 | -4.0% | 7,572 | -6.9% | 0.21% | -8.7% |
| Q2 2020 | $822,000 | +15.9% | 8,132 | +8.7% | 0.23% | -5.0% |
| Q1 2020 | $709,000 | +45.9% | 7,483 | +68.6% | 0.24% | +88.3% |
| Q4 2019 | $486,000 | – | 4,438 | – | 0.13% | – |
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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% |