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 | $3,309,815 | -4.4% | 36,613 | -2.6% | 1.43% | -3.6% |
| Q2 2023 | $3,461,156 | -3.6% | 37,609 | -2.8% | 1.48% | -16.3% |
| Q1 2023 | $3,591,763 | +14.2% | 38,696 | +10.7% | 1.77% | +0.9% |
| Q4 2022 | $3,145,680 | -3.1% | 34,952 | -5.4% | 1.76% | -17.9% |
| Q3 2022 | $3,246,000 | +667.4% | 36,945 | +692.5% | 2.14% | +653.2% |
| Q2 2022 | $423,000 | -3.6% | 4,662 | +8.9% | 0.28% | -17.0% |
| Q1 2022 | $439,000 | -82.3% | 4,281 | -81.2% | 0.34% | -78.0% |
| Q4 2021 | $2,475,000 | – | 22,799 | – | 1.55% | – |
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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% |