SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 514 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 13.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,600 | -5.6% | 2,927 | -3.9% | 0.00% | 0.0% |
| Q2 2023 | $280,231 | -3.5% | 3,045 | -2.7% | 0.00% | 0.0% |
| Q1 2023 | $290,526 | +3.1% | 3,130 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $281,700 | +19.4% | 3,130 | +16.8% | 0.00% | 0.0% |
| Q3 2022 | $236,000 | -2.9% | 2,680 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $243,000 | -15.6% | 2,680 | -4.7% | 0.00% | 0.0% |
| Q1 2022 | $288,000 | -16.5% | 2,813 | -11.5% | 0.00% | 0.0% |
| Q4 2021 | $345,000 | -2.3% | 3,180 | -1.5% | 0.00% | -25.0% |
| Q3 2021 | $353,000 | +21.7% | 3,227 | +22.3% | 0.00% | +33.3% |
| Q2 2021 | $290,000 | -6.1% | 2,639 | -7.1% | 0.00% | -25.0% |
| Q1 2021 | $309,000 | +77.6% | 2,841 | +78.2% | 0.00% | +100.0% |
| Q4 2020 | $174,000 | +17.6% | 1,594 | +12.4% | 0.00% | 0.0% |
| Q3 2020 | $148,000 | -3.9% | 1,418 | -6.8% | 0.00% | 0.0% |
| Q2 2020 | $154,000 | +4.8% | 1,521 | -1.9% | 0.00% | -33.3% |
| Q1 2020 | $147,000 | -13.5% | 1,551 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $170,000 | +25.0% | 1,551 | +24.3% | 0.00% | +50.0% |
| Q3 2019 | $136,000 | 0.0% | 1,248 | +0.1% | 0.00% | 0.0% |
| Q2 2019 | $136,000 | – | 1,247 | – | 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% |