JFS WEALTH ADVISORS, LLC - SPDR SER TR ownership

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$47,847
-3.4%
2670.0%0.01%
+25.0%
Q2 2023$49,535
+9.8%
2670.0%0.00%0.0%
Q1 2023$45,107
+1.1%
2670.0%0.00%0.0%
Q4 2022$44,632
+8.9%
2670.0%0.00%0.0%
Q3 2022$41,000
-4.7%
2670.0%0.00%
-20.0%
Q2 2022$43,000
-17.3%
2670.0%0.01%0.0%
Q1 2022$52,000
-3.7%
2670.0%0.01%0.0%
Q4 2021$54,000
+14.9%
267
+3.5%
0.01%0.0%
Q3 2021$47,0002580.01%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Cardan Capital Partners, LLC 40,346$4,502,0000.75%
Western Wealth Management, LLC 15,386$1,716,0000.39%
Sound View Wealth Advisors Group, LLC 6,616$738,0000.26%
Windsor Wealth Management, Inc. 1,832$204,0000.08%
IFP Advisors, Inc 2,223$254,0000.03%
Stratos Wealth Partners, LTD. 4,942$551,0000.02%
FLAGSHIP HARBOR ADVISORS, LLC 485$54,0000.01%
Weaver Consulting Group 76$9,0000.01%
Raymond James Financial Services Advisors, Inc. 4,226$472,0000.00%
AdvisorNet Financial, Inc 200$22,0000.00%
View complete list of SPDR SER TR shareholders