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 | $1,031,096 | -22.1% | 11,406 | -20.7% | 0.05% | -21.2% |
| Q2 2023 | $1,323,200 | +256.0% | 14,378 | +259.1% | 0.07% | +230.0% |
| Q1 2023 | $371,673 | -65.4% | 4,004 | -66.5% | 0.02% | -69.7% |
| Q4 2022 | $1,074,786 | +174.2% | 11,942 | +176.1% | 0.07% | +153.8% |
| Q3 2022 | $392,000 | 0.0% | 4,326 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $392,000 | -61.6% | 4,326 | -54.0% | 0.03% | -57.4% |
| Q4 2021 | $1,022,000 | -64.3% | 9,413 | -64.0% | 0.06% | -33.0% |
| Q3 2021 | $2,863,000 | -9.7% | 26,181 | -9.2% | 0.09% | -9.9% |
| Q2 2021 | $3,169,000 | +7.9% | 28,821 | +6.8% | 0.10% | -4.7% |
| Q1 2021 | $2,937,000 | – | 26,990 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Symmetry Partners, LLC | 206,340 | $19,547 | 1.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 25,377 | $2,404 | 0.88% |
| Apella Capital, LLC | 114,694 | $10,753,674 | 0.60% |
| Aletheian Wealth Advisors LLC | 8,636 | $818,150 | 0.54% |
| InTrack Investment Management Inc | 2,608 | $247,008 | 0.18% |
| McLean Asset Management Corp | 3,245 | $304,641 | 0.11% |
| Arden Trust Co | 3,203 | $303,421 | 0.04% |
| Pure Financial Advisors, LLC | 13,087 | $1,239,742 | 0.04% |
| WealthPLAN Partners, LLC | 4,312 | $408,476 | 0.04% |
| Fragasso Group Inc. | 4,898 | $463,950 | 0.04% |