SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 473 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 7.45 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $567,441 | -28.8% | 6,277 | -27.5% | 0.00% | -33.3% |
| Q2 2023 | $796,797 | -23.5% | 8,658 | -22.8% | 0.00% | -25.0% |
| Q1 2023 | $1,041,325 | -59.0% | 11,219 | -64.5% | 0.00% | -20.0% |
| Q4 2022 | $2,537,241 | +76.9% | 31,636 | +93.9% | 0.01% | -16.7% |
| Q3 2022 | $1,434,000 | +143300.0% | 16,318 | +2.1% | 0.01% | – |
| Q2 2022 | $1,000 | -99.9% | 15,990 | +128.1% | 0.00% | -100.0% |
| Q4 2020 | $764,000 | +1.5% | 7,009 | -3.0% | 0.00% | -25.0% |
| Q3 2020 | $753,000 | +5.5% | 7,224 | +2.3% | 0.00% | 0.0% |
| Q2 2020 | $714,000 | +22.1% | 7,059 | +14.2% | 0.00% | +33.3% |
| Q1 2020 | $585,000 | -14.5% | 6,180 | -1.7% | 0.00% | 0.0% |
| Q3 2019 | $684,000 | +81.9% | 6,288 | +82.2% | 0.00% | +50.0% |
| Q2 2019 | $376,000 | – | 3,452 | – | 0.00% | – |
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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% |