J.P. Morgan Private Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$290,662
-3.7%
2,939
+0.5%
0.00%
-50.0%
Q2 2023$301,933
-9.2%
2,923
-7.6%
0.00%
+100.0%
Q1 2023$332,523
-1.8%
3,163
+0.6%
0.00%0.0%
Q4 2022$338,452
+19.6%
3,144
+9.5%
0.00%0.0%
Q3 2022$283,000
-5.0%
2,870
+0.5%
0.00%0.0%
Q2 2022$298,000
+2.4%
2,857
+12.0%
0.00%0.0%
Q1 2022$291,0002,5520.00%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Braun-Bostich & Associates Inc. 26,973$2,569,0002.57%
PACIFIC SUN FINANCIAL CORP 7,800$755,0000.78%
Ruggie Capital Group 15,960$1,520,0000.77%
Arcus Capital Partners, LLC 13,280$1,265,0000.62%
First Capital Advisors Group, LLC. 4,984$475,0000.32%
REILLY FINANCIAL ADVISORS, LLC 22,386$2,132,0000.30%
APPLETON PARTNERS INC/MA 18,468$1,759,0000.25%
CENTAURUS FINANCIAL, INC. 16,678$1,589,0000.22%
Capital Analysts, LLC 16,916$1,611,0000.19%
Sigma Planning Corp 23,349$2,224,0000.15%
View complete list of SPDR SER TR shareholders