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 | $109,836 | +20.9% | 1,215 | +23.1% | 0.00% | – |
| Q2 2023 | $90,834 | -15.1% | 987 | -14.3% | 0.00% | – |
| Q1 2023 | $106,928 | +671.5% | 1,152 | +648.1% | 0.00% | – |
| Q4 2022 | $13,860 | -7.6% | 154 | -12.0% | 0.00% | – |
| Q3 2022 | $15,000 | -71.2% | 175 | -69.6% | 0.00% | – |
| Q2 2022 | $52,000 | -20.0% | 575 | -9.6% | 0.00% | – |
| Q1 2022 | $65,000 | -17.7% | 636 | -12.6% | 0.00% | – |
| Q4 2021 | $79,000 | -57.1% | 728 | -56.7% | 0.00% | – |
| Q3 2021 | $184,000 | +5.1% | 1,683 | +5.8% | 0.00% | – |
| Q2 2021 | $175,000 | +146.5% | 1,590 | +145.4% | 0.00% | – |
| Q1 2021 | $71,000 | -15.5% | 648 | -16.4% | 0.00% | – |
| Q4 2020 | $84,000 | +104.9% | 775 | +95.2% | 0.00% | – |
| Q3 2020 | $41,000 | -6.8% | 397 | -8.5% | 0.00% | – |
| Q2 2020 | $44,000 | +15.8% | 434 | +8.0% | 0.00% | – |
| Q1 2020 | $38,000 | -53.1% | 402 | -45.9% | 0.00% | – |
| Q4 2019 | $81,000 | +1250.0% | 743 | +1226.8% | 0.00% | – |
| Q3 2019 | $6,000 | -53.8% | 56 | -53.7% | 0.00% | – |
| Q2 2019 | $13,000 | – | 121 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Ocean, LLC | 673,701 | $59,184,000 | 9.32% |
| All Season Financial Advisors, Inc. | 59,005 | $5,184,000 | 5.63% |
| ALTERNA WEALTH MANAGEMENT, INC | 43,708 | $3,840,000 | 4.56% |
| Chandler Asset Management, Inc. | 154,072 | $13,535,000 | 3.90% |
| ESG Planning | 39,882 | $3,500,000 | 3.59% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 68,403 | $6,009,000 | 3.42% |
| ROVIN CAPITAL /UT/ /ADV | 66,992 | $5,885,000 | 3.37% |
| Venturi Wealth Management, LLC | 378,717 | $33,271,000 | 3.20% |
| TPB WEALTH ADVISORS | 73,972 | $6,507,000 | 3.10% |
| Trek Financial, LLC | 321,171 | $28,215,000 | 2.97% |