JNBA Financial Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 216 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.89 and the average weighting 0.2%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$235,720
-36.9%
9,273
-36.4%
0.02%
-35.9%
Q1 2024$373,771
-17.9%
14,589
-18.1%
0.04%
-25.0%
Q4 2023$455,325
+47.6%
17,807
+43.4%
0.05%
+33.3%
Q3 2023$308,513
-12.9%
12,420
-9.4%
0.04%
-7.1%
Q2 2023$354,396
+20.0%
13,715
+23.8%
0.04%
+10.5%
Q1 2023$295,424
+4.4%
11,077
+0.9%
0.04%
-2.6%
Q4 2022$282,922
+14046.1%
10,983
+18836.2%
0.04%
Q2 2020$2,0000.0%580.0%0.00%
Q1 2020$2,0000.0%580.0%0.00%
Q4 2019$2,0000.0%580.0%0.00%
Q3 2019$2,0000.0%58
+100.0%
0.00%
Q2 2019$2,0000.0%290.0%0.00%
Q1 2019$2,0000.0%290.0%0.00%
Q4 2018$2,0000.0%290.0%0.00%
Q2 2018$2,0000.0%290.0%0.00%
Q1 2018$2,000290.00%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
LINCOLN NATIONAL CORP 3,221,973$187,358,00010.57%
BEACON TRUST CO 152,752$8,882,0001.49%
Fort Point Capital Partners LLC 46,567$2,708,0001.23%
Lattice Strategies LLC 17,476$1,016,0000.78%
FCG ADVISORS, LLC 42,646$2,480,0000.76%
PHILLIPS FINANCIAL MANAGEMENT, LLC 44,942$2,585,0000.69%
Pure Financial Advisors, LLC 36,737$2,136,0000.69%
CHATHAM CAPITAL GROUP, INC. 32,600$1,896,0000.60%
Cambria Investment Management, L.P. 17,083$993,0000.46%
Concorde Asset Management, LLC 4,036$235,0000.30%
View complete list of SPDR SER TR shareholders