SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 510 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 4.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $231,480 | +2.4% | 2,572 | 0.0% | 0.10% | -8.5% |
| Q3 2022 | $226,000 | -8.9% | 2,572 | 0.0% | 0.11% | -0.9% |
| Q2 2022 | $248,000 | -6.1% | 2,572 | 0.0% | 0.11% | -8.5% |
| Q1 2022 | $264,000 | -5.4% | 2,572 | 0.0% | 0.12% | -7.9% |
| Q4 2021 | $279,000 | -70.1% | 2,572 | -69.8% | 0.13% | -73.8% |
| Q3 2021 | $933,000 | -0.5% | 8,527 | 0.0% | 0.48% | -0.6% |
| Q2 2021 | $938,000 | +1.1% | 8,527 | 0.0% | 0.49% | -10.0% |
| Q1 2021 | $928,000 | -0.1% | 8,527 | 0.0% | 0.54% | -21.9% |
| Q4 2020 | $929,000 | – | 8,527 | – | 0.69% | – |
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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% |