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

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 480 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 3.20 and the average weighting 0.3%.

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 Q2 2022
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