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 | $219,672 | -1.8% | 2,430 | 0.0% | 0.03% | +13.8% |
| Q2 2023 | $223,633 | -1.0% | 2,430 | -0.2% | 0.03% | -3.3% |
| Q1 2023 | $225,924 | +3.1% | 2,434 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $219,060 | +9.0% | 2,434 | +31.3% | 0.03% | +11.1% |
| Q4 2021 | $201,000 | -6.1% | 1,854 | -5.6% | 0.03% | -6.9% |
| Q3 2021 | $214,000 | -0.9% | 1,963 | 0.0% | 0.03% | -3.3% |
| Q2 2021 | $216,000 | +0.9% | 1,963 | 0.0% | 0.03% | -6.2% |
| Q1 2021 | $214,000 | 0.0% | 1,963 | 0.0% | 0.03% | -13.5% |
| Q4 2020 | $214,000 | – | 1,963 | – | 0.04% | – |
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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% |