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 | $238,746 | -1.8% | 2,641 | 0.0% | 0.18% | 0.0% |
Q2 2023 | $243,051 | -0.9% | 2,641 | 0.0% | 0.18% | +4.7% |
Q1 2023 | $245,138 | -28.5% | 2,641 | -30.6% | 0.17% | -23.8% |
Q4 2022 | $342,630 | +19.8% | 3,807 | +17.0% | 0.22% | +14.9% |
Q3 2022 | $286,000 | +18.7% | 3,253 | +22.3% | 0.19% | +41.6% |
Q2 2022 | $241,000 | -11.7% | 2,659 | 0.0% | 0.14% | +3.0% |
Q1 2022 | $273,000 | -5.5% | 2,659 | 0.0% | 0.13% | -2.9% |
Q4 2021 | $289,000 | +2.1% | 2,659 | +2.7% | 0.14% | -8.1% |
Q3 2021 | $283,000 | -0.7% | 2,590 | 0.0% | 0.15% | -4.5% |
Q2 2021 | $285,000 | +1.1% | 2,590 | 0.0% | 0.16% | -8.2% |
Q1 2021 | $282,000 | 0.0% | 2,590 | 0.0% | 0.17% | -15.8% |
Q4 2020 | $282,000 | +4.4% | 2,590 | 0.0% | 0.20% | -26.5% |
Q3 2020 | $270,000 | +3.1% | 2,590 | 0.0% | 0.28% | -4.8% |
Q2 2020 | $262,000 | +6.9% | 2,590 | 0.0% | 0.29% | -17.0% |
Q1 2020 | $245,000 | -16.7% | 2,590 | -3.5% | 0.35% | +13.0% |
Q4 2019 | $294,000 | – | 2,685 | – | 0.31% | – |
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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% |