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 | $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% | – |
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% |