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 | $360,375 | -7.0% | 3,986 | -5.3% | 0.01% | -12.5% |
| Q2 2023 | $387,376 | -44.2% | 4,209 | -43.7% | 0.01% | -46.7% |
| Q1 2023 | $693,912 | -0.1% | 7,476 | -3.1% | 0.02% | -6.2% |
| Q4 2022 | $694,494 | +221.5% | 7,717 | +214.0% | 0.02% | +220.0% |
| Q3 2022 | $216,000 | -38.5% | 2,458 | -36.5% | 0.01% | -37.5% |
| Q2 2022 | $351,000 | -23.2% | 3,870 | -13.1% | 0.01% | -11.1% |
| Q1 2022 | $457,000 | -13.1% | 4,453 | -8.0% | 0.01% | -18.2% |
| Q4 2021 | $526,000 | +0.8% | 4,841 | +1.4% | 0.01% | 0.0% |
| Q3 2021 | $522,000 | +36.6% | 4,775 | +37.4% | 0.01% | +37.5% |
| Q2 2021 | $382,000 | +16.5% | 3,475 | +15.3% | 0.01% | 0.0% |
| Q1 2021 | $328,000 | +43.2% | 3,013 | +43.1% | 0.01% | +33.3% |
| Q4 2020 | $229,000 | – | 2,105 | – | 0.01% | – |
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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% |