OPTIMUM INVESTMENT ADVISORS - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 537 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 7.95 and the average weighting 0.5%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$19,000
-5.0%
2180.0%0.01%0.0%
Q2 2022$20,000
-9.1%
2180.0%0.01%
+11.1%
Q1 2022$22,000
-47.6%
218
-43.2%
0.01%
-43.8%
Q4 2021$42,0000.0%3840.0%0.02%
-11.1%
Q3 2021$42,000
-80.7%
384
-80.6%
0.02%
-73.5%
Q2 2021$218,000
+0.5%
1,984
-0.8%
0.07%
+7.9%
Q1 2021$217,000
-0.5%
1,9990.0%0.06%
-4.5%
Q4 2020$218,000
-28.8%
1,999
-31.8%
0.07%
-35.9%
Q3 2020$306,000
-41.4%
2,931
-43.2%
0.10%
-43.4%
Q2 2020$522,000
+6.7%
5,1630.0%0.18%
-9.5%
Q1 2020$489,000
-21.6%
5,163
-9.3%
0.20%
+8.6%
Q4 2019$624,000
-1.7%
5,694
-2.5%
0.18%
-7.5%
Q3 2019$635,000
-4.1%
5,842
-3.8%
0.20%
-7.0%
Q2 2019$662,0006,0740.22%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Symmetry Partners, LLC 206,340$19,5471.06%
EisnerAmper Wealth Management Corporate Benefits, LLC 25,377$2,4040.88%
Apella Capital, LLC 114,694$10,753,6740.60%
Aletheian Wealth Advisors LLC 8,636$818,1500.54%
InTrack Investment Management Inc 2,608$247,0080.18%
McLean Asset Management Corp 3,245$304,6410.11%
Arden Trust Co 3,203$303,4210.04%
Pure Financial Advisors, LLC 13,087$1,239,7420.04%
WealthPLAN Partners, LLC 4,312$408,4760.04%
Fragasso Group Inc. 4,898$463,9500.04%
View complete list of SPDR SER TR shareholders