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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,266 | +17.0% | 2,691 | +40.6% | 0.01% | +42.9% |
| Q4 2021 | $208,000 | -0.5% | 1,914 | +0.3% | 0.01% | -12.5% |
| Q3 2021 | $209,000 | 0.0% | 1,909 | +0.2% | 0.01% | -11.1% |
| Q2 2021 | $209,000 | -4.6% | 1,905 | -5.4% | 0.01% | -25.0% |
| Q1 2021 | $219,000 | -8.8% | 2,014 | -15.2% | 0.01% | -29.4% |
| Q2 2020 | $240,000 | +110.5% | 2,374 | +97.3% | 0.02% | +88.9% |
| Q1 2020 | $114,000 | -26.5% | 1,203 | -15.2% | 0.01% | -10.0% |
| Q4 2019 | $155,000 | +0.6% | 1,419 | 0.0% | 0.01% | -9.1% |
| Q3 2019 | $154,000 | -0.6% | 1,419 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $155,000 | – | 1,419 | – | 0.01% | – |
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% |