Camelot Portfolios, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 511 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 11.88 and the average weighting 0.5%.

Quarter-by-quarter ownership
Camelot Portfolios, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$400,097
-8.2%
4,347
-7.4%
0.25%
-17.2%
Q1 2023$435,767
-11.4%
4,695
-14.1%
0.30%
-16.8%
Q4 2022$491,934
+19.7%
5,466
+20.8%
0.36%
+47.4%
Q2 2022$411,000
-12.6%
4,526
-1.4%
0.25%
+5.6%
Q1 2022$470,000
+1.5%
4,588
+7.5%
0.23%
+25.1%
Q4 2021$463,000
+31.9%
4,267
+33.8%
0.19%
+31.7%
Q2 2021$351,000
+2.6%
3,188
+1.5%
0.14%0.0%
Q1 2021$342,0003,1420.14%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
Symmetry Partners, LLC 206,340$19,5471.06%
EisnerAmper Wealth Management Corporate Benefits, LLC 25,377$2,4040.88%
Apella Capital, LLC 114,694$10,753,6740.60%
Aletheian Wealth Advisors LLC 8,636$818,1500.54%
InTrack Investment Management Inc 2,608$247,0080.18%
McLean Asset Management Corp 3,245$304,6410.11%
Arden Trust Co 3,203$303,4210.04%
Pure Financial Advisors, LLC 13,087$1,239,7420.04%
WealthPLAN Partners, LLC 4,312$408,4760.04%
Fragasso Group Inc. 4,898$463,9500.04%
View complete list of SPDR SER TR shareholders