SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 517 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 25.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $190,111 | -2.4% | 2,103 | -0.7% | 0.11% | 0.0% |
| Q2 2023 | $194,828 | -14.2% | 2,117 | +1.1% | 0.11% | +63.6% |
| Q4 2021 | $227,000 | -28.4% | 2,094 | -27.8% | 0.07% | -18.5% |
| Q3 2021 | $317,000 | +1.0% | 2,900 | +1.6% | 0.08% | -4.7% |
| Q2 2021 | $314,000 | +9.4% | 2,853 | +8.3% | 0.08% | -12.4% |
| Q1 2021 | $287,000 | +10.8% | 2,634 | +10.6% | 0.10% | -10.2% |
| Q4 2020 | $259,000 | +4.4% | 2,381 | +0.3% | 0.11% | -10.0% |
| Q3 2020 | $248,000 | +198.8% | 2,374 | +188.1% | 0.12% | +155.3% |
| Q2 2020 | $83,000 | – | 824 | – | 0.05% | – |
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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% |