Surevest, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 274 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$19,0000.0%7870.0%0.01%0.0%
Q2 2022$19,000
-9.5%
7870.0%0.01%0.0%
Q1 2022$21,0000.0%7870.0%0.01%0.0%
Q4 2021$21,000
-95.2%
787
-95.8%
0.01%
-97.9%
Q1 2020$437,000
-83.8%
18,569
-81.4%
0.24%
-79.3%
Q4 2019$2,691,000
-7.9%
99,897
-7.6%
1.15%
-20.0%
Q3 2019$2,921,000
-1.6%
108,139
-0.8%
1.44%
-6.9%
Q2 2019$2,970,000
-8.5%
109,054
-8.4%
1.54%
-22.7%
Q1 2019$3,245,000
+9.2%
119,078
+4.3%
2.00%
-14.9%
Q4 2018$2,972,000114,1842.35%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
Value Monitoring, Inc. 1,195,992$32,220,00076.12%
Ilmarinen Mutual Pension Insurance Co 19,920,000$536,645,0008.99%
Aft, Forsyth & Sober, LLC 293,750$7,914,0007.26%
D'Orazio & Associates, Inc. 883,526$23,802,0007.04%
Berkshire Money Management, Inc. 959,166$25,840,0005.03%
IRON Financial LLC 370,868$9,991,0004.76%
FIFTH THIRD SECURITIES, INC. 195,709$5,272,401,0004.30%
Western Asset Management Company, LLC 382,000$10,318,0004.10%
Stratford Consulting, LLC 434,933$11,717,0003.82%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,266,857$34,129,0003.75%
View complete list of SPDR SER TR shareholders