Beacon Capital Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 502 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.53 and the average weighting 0.5%.

Quarter-by-quarter ownership
Beacon Capital Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$49,178
-1.8%
5440.0%0.00%0.0%
Q2 2023$50,064
-1.2%
544
-0.4%
0.00%0.0%
Q1 2023$50,680
+8.5%
546
+5.2%
0.00%0.0%
Q4 2022$46,710
-2.7%
519
-5.1%
0.00%0.0%
Q3 2022$48,000
-4.0%
547
-0.2%
0.00%0.0%
Q2 2022$50,000
-10.7%
5480.0%0.00%0.0%
Q1 2022$56,000
-3.4%
548
+3.2%
0.00%0.0%
Q4 2021$58,0000.0%531
-0.2%
0.00%0.0%
Q3 2021$58,000
-9.4%
532
-9.2%
0.00%
-33.3%
Q1 2021$64,000
-36.6%
586
-36.6%
0.00%
-25.0%
Q4 2020$101,000
+5.2%
9250.0%0.00%
-20.0%
Q3 2020$96,000
+31.5%
925
+28.8%
0.01%
+25.0%
Q2 2020$73,000
-9.9%
718
-15.8%
0.00%0.0%
Q1 2020$81,000
-12.0%
853
+1.5%
0.00%0.0%
Q4 2019$92,000
+1.1%
840
-0.1%
0.00%0.0%
Q3 2019$91,000
-14.2%
841
-13.3%
0.00%
-20.0%
Q2 2019$106,0009700.01%
Other shareholders
SPDR SER TR shareholders Q3 2023
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