SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 502 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $372,000 | -21.7% | 3,405 | -21.2% | 0.08% | -10.0% |
| Q2 2021 | $475,000 | -5.4% | 4,321 | -6.4% | 0.09% | -8.2% |
| Q1 2021 | $502,000 | -11.0% | 4,617 | -10.9% | 0.10% | -3.0% |
| Q4 2020 | $564,000 | +2.9% | 5,180 | -1.4% | 0.10% | -10.6% |
| Q3 2020 | $548,000 | -47.1% | 5,256 | -48.7% | 0.11% | -50.0% |
| Q2 2020 | $1,036,000 | +2.4% | 10,239 | -4.1% | 0.23% | -10.0% |
| Q1 2020 | $1,012,000 | +18.5% | 10,680 | +37.0% | 0.25% | +45.9% |
| Q4 2019 | $854,000 | +5.3% | 7,795 | +4.5% | 0.17% | -4.4% |
| Q3 2019 | $811,000 | +46.1% | 7,459 | +46.5% | 0.18% | +14.6% |
| Q2 2019 | $555,000 | – | 5,093 | – | 0.16% | – |
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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% |