SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 506 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 2.60 and the average weighting 0.5%.
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% | – |
Download |
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% |