B. Riley Wealth Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 507 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 11.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,187,701
+17.8%
24,200
+20.0%
0.06%
+40.5%
Q2 2023$1,856,700
-9.0%
20,175
-8.2%
0.04%
-22.2%
Q1 2023$2,039,276
-26.1%
21,970
-28.4%
0.05%
-29.9%
Q4 2022$2,761,259
+133.2%
30,681
+127.7%
0.08%
+113.9%
Q3 2022$1,184,000
+19.5%
13,472
+23.3%
0.04%
-14.3%
Q2 2022$991,000
-23.1%
10,925
-13.1%
0.04%0.0%
Q1 2022$1,289,000
-57.6%
12,575
-55.0%
0.04%
-51.7%
Q4 2021$3,037,000
+2.2%
27,970
+3.0%
0.09%
-8.4%
Q3 2021$2,971,000
+1.1%
27,151
+1.6%
0.10%0.0%
Q2 2021$2,938,000
+8.7%
26,715
+7.6%
0.10%
-1.0%
Q1 2021$2,702,000
-2.9%
24,830
-2.8%
0.10%
-35.6%
Q4 2020$2,784,000
-30.0%
25,549
-33.5%
0.15%
-29.7%
Q3 2020$3,978,000
+248.6%
38,415
+241.0%
0.21%
+178.9%
Q2 2020$1,141,000
-62.8%
11,264
-65.2%
0.08%
-71.0%
Q1 2020$3,068,000
+87.3%
32,373
+116.6%
0.26%
+88.5%
Q4 2019$1,638,000
+11.5%
14,947
+10.8%
0.14%
-4.1%
Q3 2019$1,469,000
+512.1%
13,493
+513.9%
0.14%
+457.7%
Q2 2019$240,0002,1980.03%
Other shareholders
SPDR SER TR shareholders Q3 2021
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