Long Wharf Investors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 330 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.01 and the average weighting 0.6%.

Quarter-by-quarter ownership
Long Wharf Investors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2014$2,530,000
+5.2%
81,712
+5.2%
1.99%
-3.5%
Q1 2014$2,406,000
-6.2%
77,704
-6.6%
2.06%
-11.3%
Q4 2013$2,565,000
+20.6%
83,156
+19.4%
2.32%
+14.6%
Q3 2013$2,126,000
+12.1%
69,626
+10.8%
2.03%
+8.7%
Q2 2013$1,896,00062,8281.86%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Value Monitoring, Inc. 62,848$1,495,000100.00%
Aristotle Pacific Capital, LLC 2,294$54,555,00085.08%
Echo45 Advisors LLC 336,549$8,003,0008.12%
Wavelength Capital Management, LLC 292,000$6,944,0007.70%
Essex LLC 832,677$19,801,0006.52%
Berkshire Money Management, Inc. 1,451,445$34,515,0005.93%
Wells Financial Advisors INC 222,418$5,289,0005.12%
IRONWOOD WEALTH MANAGEMENT, INC. 277,790$6,648,0004.78%
Brendel Financial Advisors LLC 82,749$1,968,0004.67%
Ilmarinen Mutual Pension Insurance Co 11,761,703$279,693,0004.57%
View complete list of SPDR SER TR shareholders