SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 557 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 21.50 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $162,000 | -0.6% | 1,497 | +0.5% | 0.01% | -14.3% |
| Q3 2021 | $163,000 | -21.6% | 1,490 | -21.4% | 0.01% | -22.2% |
| Q2 2021 | $208,000 | -13.0% | 1,895 | -13.5% | 0.02% | -25.0% |
| Q1 2021 | $239,000 | -66.5% | 2,192 | -66.5% | 0.02% | -68.0% |
| Q4 2020 | $713,000 | +324.4% | 6,542 | +293.1% | 0.08% | +200.0% |
| Q2 2020 | $168,000 | -63.3% | 1,664 | -65.5% | 0.02% | -72.8% |
| Q1 2020 | $458,000 | -67.8% | 4,830 | -62.9% | 0.09% | -53.8% |
| Q4 2019 | $1,424,000 | -3.1% | 13,004 | -3.7% | 0.20% | -13.5% |
| Q3 2019 | $1,469,000 | +10.3% | 13,508 | +10.4% | 0.23% | +9.5% |
| Q2 2019 | $1,332,000 | – | 12,231 | – | 0.21% | – |
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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% |