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 2021 | $301,000 | +23.4% | 2,755 | +24.3% | 0.02% | +25.0% |
| Q2 2021 | $244,000 | -44.4% | 2,216 | -45.1% | 0.02% | -50.0% |
| Q1 2021 | $439,000 | +53.0% | 4,033 | +52.9% | 0.03% | +45.5% |
| Q4 2020 | $287,000 | +21.1% | 2,638 | +18.8% | 0.02% | +4.8% |
| Q3 2020 | $237,000 | -17.4% | 2,221 | -21.7% | 0.02% | -25.0% |
| Q2 2020 | $287,000 | -36.9% | 2,837 | -40.9% | 0.03% | -46.2% |
| Q1 2020 | $455,000 | -16.7% | 4,800 | -3.7% | 0.05% | +2.0% |
| Q4 2019 | $546,000 | +12.3% | 4,987 | +11.6% | 0.05% | -1.9% |
| Q3 2019 | $486,000 | +6.3% | 4,469 | +6.5% | 0.05% | +8.3% |
| Q2 2019 | $457,000 | – | 4,196 | – | 0.05% | – |
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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% |