Waverly Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 309 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$228,341
+1.9%
9,4200.0%0.01%
-18.8%
Q3 2022$224,000
-66.3%
9,420
-65.8%
0.02%
-73.8%
Q2 2022$664,000
-8.2%
27,5370.0%0.06%0.0%
Q1 2022$723,000
-0.4%
27,5370.0%0.06%
-3.2%
Q4 2021$726,000
-3.3%
27,5370.0%0.06%
-1.6%
Q3 2021$751,000
-0.3%
27,5370.0%0.06%
-7.2%
Q2 2021$753,000
+0.1%
27,5370.0%0.07%
-6.8%
Q1 2021$752,000
+0.5%
27,5370.0%0.07%
-6.3%
Q4 2020$748,000
-6.0%
27,537
-10.5%
0.08%
-25.5%
Q3 2020$796,000
+0.3%
30,7620.0%0.11%
+2.9%
Q2 2020$794,000
-31.0%
30,762
-37.0%
0.10%
-46.9%
Q1 2020$1,151,000
-44.3%
48,861
-36.2%
0.19%
-28.7%
Q4 2019$2,067,000
-4.8%
76,635
-4.6%
0.27%
-12.5%
Q3 2019$2,171,000
-0.9%
80,361
-0.1%
0.31%
-4.6%
Q2 2019$2,191,000
+0.4%
80,477
+0.5%
0.33%
-3.6%
Q1 2019$2,183,000
-3.9%
80,112
-8.2%
0.34%
-14.9%
Q4 2018$2,271,00087,2480.40%
Other shareholders
SPDR SER TR shareholders Q1 2021
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