JNBA Financial Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,226,043
-22.7%
24,394
-19.8%
0.15%
-19.5%
Q2 2023$1,585,082
+2.1%
30,418
-5.7%
0.19%
-5.9%
Q1 2023$1,552,645
+3.0%
32,246
-3.8%
0.20%
-3.8%
Q4 2022$1,507,954
+1.5%
33,525
-5.2%
0.21%
-8.3%
Q3 2022$1,485,000
-10.9%
35,375
-5.9%
0.23%
-9.5%
Q2 2022$1,667,000
-18.0%
37,594
-1.8%
0.25%
-5.9%
Q1 2022$2,034,000
-34.8%
38,291
-31.5%
0.27%
-29.4%
Q4 2021$3,121,000
+4.7%
55,894
-5.4%
0.38%
-5.0%
Q3 2021$2,980,000
-6.1%
59,056
-6.4%
0.40%
-6.7%
Q2 2021$3,175,000
+4.3%
63,086
-3.4%
0.43%
-2.7%
Q1 2021$3,044,000
+2.7%
65,316
-3.1%
0.44%
-9.2%
Q4 2020$2,963,000
+5.8%
67,407
-5.3%
0.49%
-13.7%
Q3 2020$2,800,000
+3.0%
71,152
-5.1%
0.56%
-3.3%
Q2 2020$2,718,000
-57.7%
74,976
-64.7%
0.58%
-62.2%
Q1 2020$6,424,000
-34.8%
212,366
-18.4%
1.54%
-17.8%
Q4 2019$9,847,000
-6.2%
260,356
-13.6%
1.88%
-12.1%
Q3 2019$10,502,000
-1.4%
301,355
-2.2%
2.14%
-1.6%
Q2 2019$10,646,000
+59.4%
308,230
+53.4%
2.17%
+51.2%
Q1 2019$6,677,000
+49.0%
200,947
+31.0%
1.44%
+41.2%
Q4 2018$4,482,000
-25.6%
153,435
-18.8%
1.02%
-20.2%
Q2 2018$6,023,000
+37.5%
188,931
+33.5%
1.27%
+35.7%
Q1 2018$4,380,000
+108.8%
141,556
+111.3%
0.94%
+112.7%
Q4 2017$2,098,00067,0080.44%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Brown Financial Advisory 843,896$43,975,41035.89%
Stadion Money Management, LLC 10,566,241$550,606,81935.76%
Peterson Wealth Advisors, LLC 2,383,802$124,458,31132.89%
Davidson Capital Management Inc. 1,251,659$65,223,95432.54%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,757,794$917,97131.09%
Buttonwood Financial Group, LLC 644,995$34,449,22229.83%
Tennessee Valley Asset Management Partners 1,556,247$81,096,02626.07%
West Wealth Group, LLC 1,073,196$55,924,23823.66%
Wealth Advisors of Iowa, LLC 582,429$30,350,37621.95%
Spectrum Planning & Advisory Services Inc. 275,003$14,357,89721.50%
View complete list of SPDR SER TR shareholders