Creative Planning - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 497 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4.93 and the average weighting 0.4%.

Quarter-by-quarter ownership
Creative Planning ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$426,318
-5.0%
4,716
-3.3%
0.00%0.0%
Q2 2023$448,793
-2.8%
4,877
-1.9%
0.00%0.0%
Q1 2023$461,632
-1.5%
4,973
-4.5%
0.00%0.0%
Q4 2022$468,539
-36.3%
5,206
-37.7%
0.00%0.0%
Q3 2022$735,000
-7.3%
8,361
-4.4%
0.00%0.0%
Q2 2022$793,000
+1.1%
8,744
+14.2%
0.00%0.0%
Q1 2022$784,000
+189.3%
7,658
+206.7%
0.00%
Q4 2021$271,000
+22.1%
2,497
+22.9%
0.00%
Q3 2021$222,000
-72.1%
2,031
-72.2%
0.00%
-100.0%
Q1 2021$795,000
-4.0%
7,310
-3.9%
0.00%0.0%
Q4 2020$828,000
+6.7%
7,603
+2.1%
0.00%0.0%
Q3 2020$776,000
+7.0%
7,443
+3.9%
0.00%0.0%
Q2 2020$725,000
+103.7%
7,163
+120.5%
0.00%
+100.0%
Q4 2019$356,000
+66.4%
3,249
+65.1%
0.00%0.0%
Q3 2019$214,000
-27.7%
1,968
-27.6%
0.00%0.0%
Q2 2019$296,0002,7200.00%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Private Ocean, LLC 540,441$54,671,00013.41%
Virtus Investment Advisers, Inc. 202,456$20,480,00010.96%
WBI INVESTMENTS, LLC 555,055$56,150,0008.99%
TOEWS CORP /ADV 335,900$33,980,0008.76%
Financial Services Advisory Inc 152,651$15,442,0007.83%
ALLSTATE CORP 1,889,910$191,184,0006.57%
Trek Financial, LLC 393,526$39,809,0006.35%
FundX Investment Group, LLC 136,797$13,838,0005.85%
Hanlon Investment Management, Inc. 192,090$19,432,0005.63%
Chandler Asset Management, Inc. 115,827$11,717,0005.10%
View complete list of SPDR SER TR shareholders