Joel Isaacson & Co., LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 557 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 21.50 and the average weighting 0.5%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$452,194
-1.8%
5,0020.0%0.03%0.0%
Q2 2023$460,344
-0.9%
5,0020.0%0.03%
-6.1%
Q1 2023$464,293
+3.1%
5,0020.0%0.03%
-5.7%
Q4 2022$450,185
+13.7%
5,002
+11.1%
0.04%
+2.9%
Q3 2022$396,000
-2.9%
4,502
+0.0%
0.03%0.0%
Q2 2022$408,000
-9.1%
4,5000.0%0.03%
+3.0%
Q1 2022$449,000
-8.2%
4,5000.0%0.03%
-2.9%
Q4 2021$489,000
-0.6%
4,5000.0%0.03%
-8.1%
Q3 2021$492,000
-0.6%
4,5000.0%0.04%
-5.1%
Q2 2021$495,000
+13.8%
4,500
+12.5%
0.04%
+2.6%
Q1 2021$435,000
+14.2%
4,000
+14.3%
0.04%
+2.7%
Q4 2020$381,000
+46.0%
3,500
+40.0%
0.04%
+8.8%
Q3 2020$261,000
-28.5%
2,500
-25.0%
0.03%
-29.2%
Q4 2019$365,000
+0.8%
3,3330.0%0.05%
-7.7%
Q3 2019$362,000
-0.3%
3,3330.0%0.05%
-1.9%
Q2 2019$363,0003,3330.05%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
BTS Asset Management, Inc. 652,966$59,040,22538.21%
HARVEST VOLATILITY MANAGEMENT LLC 6,912$624,84520.73%
Wright Fund Management, LLC 4,796,606$433,613,18219.32%
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 75,000$6,780,0007.66%
Logan Stone Capital, LLC 293,679$26,548,5827.26%
Private Ocean, LLC 575,457$52,021,3206.60%
MEEDER ASSET MANAGEMENT INC 825,141$74,592,7465.89%
ROVIN CAPITAL /UT/ /ADV 135,525$12,2515.65%
Financial Services Advisory Inc 115,362$10,428,7255.10%
Financial & Tax Architects, LLC 150,802$13,632,5004.23%
View complete list of SPDR SER TR shareholders