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 | $225,065 | +4.7% | 2,524 | +8.2% | 0.20% | +23.5% |
| Q2 2023 | $214,963 | -0.7% | 2,333 | 0.0% | 0.16% | -19.0% |
| Q1 2023 | $216,549 | -15.4% | 2,333 | -20.1% | 0.20% | -17.0% |
| Q3 2022 | $256,000 | -75.5% | 2,919 | -74.7% | 0.24% | -73.5% |
| Q2 2022 | $1,047,000 | +91.4% | 11,546 | +116.3% | 0.91% | +136.1% |
| Q1 2022 | $547,000 | -7.4% | 5,337 | -2.0% | 0.38% | -7.2% |
| Q4 2021 | $591,000 | – | 5,448 | – | 0.42% | – |
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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% |