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 2023 | $266,770 | -50.5% | 2,951 | -49.4% | 0.81% | +26.6% |
| Q2 2023 | $538,822 | +98.1% | 5,832 | +99.0% | 0.64% | -17.1% |
| Q1 2023 | $271,963 | -0.2% | 2,930 | -3.2% | 0.77% | -9.2% |
| Q4 2022 | $272,520 | +5.6% | 3,028 | +3.0% | 0.85% | +9.8% |
| Q3 2022 | $258,000 | -3.7% | 2,939 | -0.7% | 0.77% | -1.4% |
| Q2 2022 | $268,000 | +5.1% | 2,959 | +26.0% | 0.78% | +17.2% |
| Q1 2022 | $255,000 | -12.4% | 2,348 | -17.2% | 0.67% | -13.8% |
| Q4 2021 | $291,000 | – | 2,837 | – | 0.78% | – |
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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% |