SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 502 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,569 | -0.3% | 2,993 | +1.5% | 0.22% | +0.9% |
| Q2 2023 | $271,331 | -0.6% | 2,948 | +0.2% | 0.22% | -4.4% |
| Q1 2023 | $273,006 | +2.2% | 2,941 | -0.8% | 0.23% | -6.2% |
| Q4 2022 | $267,000 | +8.1% | 2,964 | +5.5% | 0.24% | -0.8% |
| Q3 2022 | $247,000 | -3.9% | 2,810 | -0.7% | 0.24% | +0.8% |
| Q2 2022 | $257,000 | -16.8% | 2,829 | -6.2% | 0.24% | -12.0% |
| Q1 2022 | $309,000 | -6.1% | 3,016 | -0.3% | 0.27% | +3.0% |
| Q4 2021 | $329,000 | -1.2% | 3,026 | -0.5% | 0.27% | -8.0% |
| Q3 2021 | $333,000 | +8.1% | 3,042 | +8.6% | 0.29% | +4.0% |
| Q2 2021 | $308,000 | -11.0% | 2,802 | -11.8% | 0.28% | -16.8% |
| Q1 2021 | $346,000 | – | 3,176 | – | 0.33% | – |
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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% |