JNBA Financial Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$21,614
-3.5%
888
+0.6%
0.00%0.0%
Q2 2023$22,402
-41.7%
883
-40.7%
0.00%
-40.0%
Q1 2023$38,402
+1.3%
1,489
-1.3%
0.01%0.0%
Q4 2022$37,921
+2.5%
1,509
+2.7%
0.01%
-16.7%
Q3 2022$37,0000.0%1,469
+5.3%
0.01%0.0%
Q2 2022$37,000
+8.8%
1,395
+14.4%
0.01%
+20.0%
Q1 2022$34,000
-12.8%
1,219
-6.3%
0.01%0.0%
Q4 2021$39,000
-25.0%
1,301
-24.8%
0.01%
-28.6%
Q3 2021$52,000
-67.9%
1,729
-67.9%
0.01%
-68.2%
Q2 2021$162,000
-1.2%
5,383
-2.4%
0.02%
-8.3%
Q1 2021$164,000
-8.9%
5,518
-5.6%
0.02%
-20.0%
Q4 2020$180,000
-17.8%
5,845
-17.9%
0.03%
-31.8%
Q3 2020$219,000
-14.1%
7,119
-14.0%
0.04%
-20.0%
Q2 2020$255,000
-12.4%
8,278
-14.2%
0.06%
-21.4%
Q1 2020$291,000
-21.1%
9,645
-23.3%
0.07%0.0%
Q4 2019$369,000
+7.3%
12,571
+8.2%
0.07%0.0%
Q3 2019$344,000
+1.8%
11,622
+0.3%
0.07%
+1.4%
Q2 2019$338,000
+11.9%
11,586
+9.3%
0.07%
+6.2%
Q1 2019$302,000
+1108.0%
10,596
+1104.1%
0.06%
+983.3%
Q4 2018$25,000
-59.0%
880
-59.9%
0.01%
-53.8%
Q2 2018$61,000
+13.0%
2,196
+14.1%
0.01%
+8.3%
Q1 2018$54,000
+54.3%
1,925
+59.9%
0.01%
+71.4%
Q4 2017$35,0001,2040.01%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Bull Oak Capital, LLC 512,411$12,472,08813.64%
McNamara Financial Services, Inc. 2,057,437$50,078,01212.50%
RESTON WEALTH MANAGEMENT LLC 1,002,791$24,407,92912.32%
Willow Creek Wealth Management Inc. 3,135,494$76,317,93711.36%
KWB Wealth 2,757,296$69,952,61211.22%
Leading Edge Financial Planning LLC 612,567$14,909,8749.55%
Beaumont Capital Management, LLC 535,287$13,028,8869.39%
AIFG Consultants Ltd. 443,530$10,795,5298.95%
Trinity Wealth Management, LLC 586,867$14,284,3348.86%
Great Lakes Retirement, Inc. 1,965,244$47,834,0298.62%
View complete list of SPDR SER TR shareholders