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 | $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 ↓ |
|---|---|---|---|
| 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% |