SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 510 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 4.29 and the average weighting 0.7%.
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% | – |
Download | ||||||
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% |