SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 514 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 13.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,359,951 | +33204.4% | 26,106 | +33803.9% | 2.92% | +41642.9% |
| Q2 2023 | $7,086 | -99.7% | 77 | -99.7% | 0.01% | -99.7% |
| Q1 2023 | $2,271,071 | +5181.6% | 24,467 | +4903.5% | 2.30% | +6667.6% |
| Q3 2022 | $43,000 | -2.3% | 489 | +1.5% | 0.03% | +3.0% |
| Q2 2022 | $44,000 | -10.2% | 482 | +1.3% | 0.03% | +3.1% |
| Q1 2022 | $49,000 | -3.9% | 476 | +0.8% | 0.03% | +3.2% |
| Q4 2021 | $51,000 | 0.0% | 472 | +1.3% | 0.03% | -3.1% |
| Q3 2021 | $51,000 | 0.0% | 466 | +1.1% | 0.03% | +3.2% |
| Q2 2021 | $51,000 | +2.0% | 461 | +1.1% | 0.03% | -3.1% |
| Q1 2021 | $50,000 | +2.0% | 456 | +0.9% | 0.03% | -3.0% |
| Q4 2020 | $49,000 | – | 452 | – | 0.03% | – |
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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% |