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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $247,008 | -46.7% | 2,608 | -49.1% | 0.18% | -54.7% |
| Q3 2023 | $463,378 | +6.4% | 5,126 | +8.3% | 0.41% | +14.6% |
| Q2 2023 | $435,543 | -12.6% | 4,733 | -12.6% | 0.36% | -21.9% |
| Q1 2023 | $498,072 | -40.3% | 5,416 | -41.6% | 0.46% | -45.4% |
| Q4 2022 | $834,365 | +31.6% | 9,271 | +28.5% | 0.84% | +19.1% |
| Q3 2022 | $634,000 | – | 7,214 | – | 0.70% | – |
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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% |