NAPLES GLOBAL ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 209 filers reported holding SPDR SER TR in Q3 2015. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2020$463,000
-36.7%
19,646
-27.7%
0.12%
-21.4%
Q4 2019$732,000
-4.3%
27,171
-4.1%
0.15%
-14.0%
Q3 2019$765,000
-1.3%
28,321
-0.5%
0.18%
-5.3%
Q2 2019$775,000
-1.3%
28,471
-1.1%
0.19%
-6.0%
Q1 2019$785,000
-2.7%
28,796
-4.3%
0.20%
-12.6%
Q4 2018$807,000
-50.0%
30,096
-48.9%
0.23%
+4.1%
Q3 2018$1,615,000
+97.2%
58,842
+96.2%
0.22%
-4.3%
Q2 2018$819,000
-1.7%
29,996
-1.4%
0.23%
-6.5%
Q1 2018$833,000
-3.8%
30,426
-3.2%
0.25%
-3.5%
Q4 2017$866,000
-16.0%
31,426
-14.7%
0.26%
-25.6%
Q3 2017$1,031,000
-0.3%
36,861
-0.3%
0.34%
-6.3%
Q2 2017$1,034,000
+7.6%
36,961
+7.6%
0.37%
+6.4%
Q1 2017$961,000
+12.7%
34,361
+11.5%
0.34%
+3.9%
Q4 2016$853,000
-2.6%
30,820
-2.5%
0.33%
-3.2%
Q3 2016$876,000
+6.3%
31,620
+3.6%
0.34%
+1.8%
Q2 2016$824,000
+5.6%
30,520
+1.0%
0.34%
+3.1%
Q1 2016$780,000
-22.1%
30,220
-22.4%
0.33%
-32.6%
Q4 2015$1,001,000
+9.6%
38,960
+15.0%
0.48%
+3.4%
Q3 2015$913,000
-0.7%
33,875
+6.6%
0.47%
+6.3%
Q2 2015$919,000
-0.6%
31,775
+0.3%
0.44%
+0.2%
Q1 2015$925,000
+6.0%
31,695
+5.0%
0.44%
-4.8%
Q4 2014$873,000
+15.0%
30,195
+19.1%
0.46%
+3.4%
Q3 2014$759,000
+2.2%
25,345
+5.7%
0.45%
+1.4%
Q2 2014$743,000
+16.5%
23,985
+16.4%
0.44%
+13.1%
Q1 2014$638,000
+42.4%
20,610
+42.0%
0.39%
+30.4%
Q4 2013$448,00014,5150.30%
Other shareholders
SPDR SER TR shareholders Q3 2015
NameSharesValueWeighting ↓
Value Monitoring, Inc. 62,848$1,495,000100.00%
Aristotle Pacific Capital, LLC 2,294$54,555,00085.08%
Echo45 Advisors LLC 336,549$8,003,0008.12%
Wavelength Capital Management, LLC 292,000$6,944,0007.70%
Essex LLC 832,677$19,801,0006.52%
Berkshire Money Management, Inc. 1,451,445$34,515,0005.93%
Wells Financial Advisors INC 222,418$5,289,0005.12%
IRONWOOD WEALTH MANAGEMENT, INC. 277,790$6,648,0004.78%
Brendel Financial Advisors LLC 82,749$1,968,0004.67%
Ilmarinen Mutual Pension Insurance Co 11,761,703$279,693,0004.57%
View complete list of SPDR SER TR shareholders