Crestwood Advisors Group, LLC - SPDR SER TR ownership

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
Crestwood Advisors Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$394,415
+1.3%
4,363
+3.1%
0.01%
-16.7%
Q2 2023$389,287
-40.0%
4,230
-39.4%
0.01%
-45.5%
Q1 2023$648,348
+3.1%
6,9850.0%0.02%
+4.8%
Q4 2022$628,650
+2.4%
6,9850.0%0.02%
-4.5%
Q3 2022$614,0006,9850.02%
Other shareholders
SPDR SER TR shareholders Q3 2023
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