SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 497 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4.93 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,797,020 | -0.1% | 42,002 | +1.7% | 1.49% | +3.7% |
| Q2 2023 | $3,801,710 | +0.8% | 41,309 | +1.6% | 1.44% | -4.1% |
| Q1 2023 | $3,772,996 | +4.2% | 40,649 | +1.1% | 1.50% | -1.4% |
| Q4 2022 | $3,619,414 | +4.8% | 40,216 | +2.3% | 1.52% | -1.7% |
| Q3 2022 | $3,454,000 | -1.7% | 39,318 | +1.5% | 1.55% | +1.6% |
| Q2 2022 | $3,514,000 | -10.4% | 38,742 | +1.3% | 1.52% | -1.4% |
| Q1 2022 | $3,921,000 | -4.9% | 38,254 | +0.8% | 1.54% | -3.9% |
| Q4 2021 | $4,122,000 | +0.7% | 37,964 | +1.4% | 1.61% | -1.7% |
| Q3 2021 | $4,094,000 | +0.5% | 37,432 | +1.0% | 1.63% | +6.1% |
| Q2 2021 | $4,074,000 | +2.2% | 37,046 | +1.1% | 1.54% | -2.8% |
| Q1 2021 | $3,988,000 | +0.6% | 36,658 | +0.7% | 1.58% | -1.5% |
| Q4 2020 | $3,964,000 | +6.2% | 36,388 | +1.7% | 1.61% | +10.0% |
| Q3 2020 | $3,732,000 | +4.5% | 35,795 | +1.3% | 1.46% | -10.0% |
| Q2 2020 | $3,573,000 | +8.3% | 35,321 | +1.5% | 1.62% | -4.9% |
| Q1 2020 | $3,298,000 | -12.7% | 34,807 | +0.9% | 1.71% | -0.5% |
| Q4 2019 | $3,778,000 | – | 34,489 | – | 1.72% | – |
Download | ||||||
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% |