Idaho Trust Bank - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 547 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 2.68 and the average weighting 0.5%.

Quarter-by-quarter ownership
Idaho Trust Bank ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$9,993,484
+21.5%
106,010
+22.1%
5.11%
+7.1%
Q4 2023$8,226,197
+212.6%
86,839
+198.3%
4.77%
+178.3%
Q3 2023$2,631,853
+1.1%
29,114
+2.9%
1.71%
+4.7%
Q2 2023$2,604,01228,2961.64%
Other shareholders
SPDR SER TR shareholders Q1 2024
NameSharesValueWeighting ↓
TOEWS CORP /ADV 2,225,400$241,612,00039.19%
Sound Financial Strategies Group, LLC 463,948$50,371,00025.19%
Aristotle Pacific Capital, LLC 160,453$17,420,00012.41%
Navigation Wealth Management, Inc. 109,440$11,881,00011.12%
Private Ocean, LLC 661,391$71,807,0008.40%
TPB WEALTH ADVISORS 156,210$16,952,0008.26%
Winning Points Advisors, LLC 61,200$6,674,0004.84%
Counterpoint Mutual Funds LLC 46,549$5,054,0004.71%
Ascendant Capital Management, LLC 50,000$5,429,0004.29%
Crabel Capital Management, LLC 209,391$22,734,0004.07%
View complete list of SPDR SER TR shareholders