JNBA Financial Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,895,296
-9.8%
88,954
-5.5%
0.49%
-6.2%
Q2 2023$4,318,800
+11.6%
94,112
+6.9%
0.52%
+3.0%
Q1 2023$3,868,698
+3.3%
88,045
-0.1%
0.50%
-3.5%
Q4 2022$3,746,120
+5.9%
88,144
-4.0%
0.52%
-4.6%
Q3 2022$3,539,000
-2.4%
91,780
+0.5%
0.55%
-0.7%
Q2 2022$3,625,000
-16.2%
91,343
-0.5%
0.55%
-4.0%
Q1 2022$4,328,000
-13.6%
91,783
-8.9%
0.57%
-6.4%
Q4 2021$5,011,000
+7.3%
100,747
-0.4%
0.61%
-2.5%
Q3 2021$4,669,000
-1.1%
101,159
+1.2%
0.63%
-1.7%
Q2 2021$4,719,000
+4.0%
99,953
+0.8%
0.64%
-3.0%
Q1 2021$4,539,000
+12.7%
99,197
-0.5%
0.66%
-0.5%
Q4 2020$4,027,000
+27.4%
99,684
+2.9%
0.66%
+3.9%
Q3 2020$3,161,000
+3.2%
96,859
-1.2%
0.64%
-3.0%
Q2 2020$3,064,000
+16.2%
98,041
-5.8%
0.66%
+3.6%
Q1 2020$2,637,000
-42.9%
104,122
-18.3%
0.63%
-28.0%
Q4 2019$4,619,000
+2.7%
127,495
-4.0%
0.88%
-3.7%
Q3 2019$4,499,000
+12.7%
132,764
+13.3%
0.92%
+12.5%
Q2 2019$3,991,000
+15.8%
117,154
+13.3%
0.81%
+9.7%
Q1 2019$3,446,000
+3.5%
103,399
-8.7%
0.74%
-1.9%
Q4 2018$3,331,000
+40.5%
113,206
+66.6%
0.76%
+50.7%
Q2 2018$2,371,000
+27.4%
67,968
+21.1%
0.50%
+25.9%
Q1 2018$1,861,000
+106.1%
56,130
+107.3%
0.40%
+109.5%
Q4 2017$903,00027,0800.19%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 5,749,413$251,766,84510.80%
Atlas Private Wealth Advisors 1,256,553$55,024,61610.40%
Syntegra Private Wealth Group, LLC 1,355,649$59,363,8549.32%
Pachira Investments Inc. 184,894$8,096,5109.09%
WALLER FINANCIAL PLANNING GROUP, INC 685,362$30,012,0078.73%
Measured Wealth Private Client Group, LLC 467,583$20,475,4728.23%
Bridgeworth, LLC 1,680,488$73,588,5558.13%
RESTON WEALTH MANAGEMENT LLC 342,372$14,992,4487.57%
First International Bank & Trust 438,801$19,215,0966.92%
Peterson Wealth Advisors, LLC 581,770$25,475,6876.84%
View complete list of SPDR SER TR shareholders