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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $971,956 | -5.9% | 10,752 | -4.2% | 0.52% | -3.2% |
| Q2 2023 | $1,032,640 | -5.7% | 11,221 | -7.8% | 0.54% | -11.9% |
| Q4 2022 | $1,095,484 | +11.0% | 12,172 | +33.9% | 0.61% | +9.7% |
| Q4 2021 | $987,000 | -27.9% | 9,093 | -27.4% | 0.56% | -31.8% |
| Q3 2021 | $1,369,000 | -10.6% | 12,521 | -10.1% | 0.82% | -14.6% |
| Q2 2021 | $1,532,000 | -8.5% | 13,932 | -9.5% | 0.96% | -13.3% |
| Q1 2021 | $1,674,000 | -3.1% | 15,388 | -2.9% | 1.10% | +66.7% |
| Q4 2020 | $1,727,000 | – | 15,850 | – | 0.66% | – |
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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% |