SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 557 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 21.50 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,762 | -0.3% | 2,896 | +1.5% | 0.23% | +2.6% |
| Q2 2023 | $262,580 | -5.8% | 2,853 | -5.0% | 0.23% | -11.3% |
| Q1 2023 | $278,606 | +4.4% | 3,002 | +1.2% | 0.26% | -1.9% |
| Q4 2022 | $266,843 | +0.3% | 2,965 | +1.1% | 0.26% | -4.7% |
| Q2 2022 | $266,000 | -19.1% | 2,932 | -8.6% | 0.27% | -4.9% |
| Q1 2022 | $329,000 | 0.0% | 3,209 | +0.9% | 0.29% | -2.4% |
| Q4 2021 | $329,000 | – | 3,179 | – | 0.30% | – |
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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% |