Avior Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 309 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$58,666
-39.9%
2,398
-39.3%
0.00%
-33.3%
Q2 2023$97,549
-30.9%
3,949
-30.5%
0.01%
-40.0%
Q1 2023$141,237
+2.6%
5,685
+0.1%
0.01%0.0%
Q4 2022$137,679
+3.5%
5,679
+0.9%
0.01%
-9.1%
Q3 2022$133,000
-2.2%
5,630
-0.6%
0.01%
-21.4%
Q2 2022$136,000
-8.1%
5,664
+0.4%
0.01%
+7.7%
Q1 2022$148,000
-11.4%
5,642
-8.8%
0.01%
-7.1%
Q4 2021$167,000
-0.6%
6,186
+0.5%
0.01%0.0%
Q3 2021$168,000
-1.2%
6,154
+7.6%
0.01%
-17.6%
Q2 2021$170,000
+1.2%
5,717
-7.1%
0.02%
-5.6%
Q1 2021$168,000
-3.4%
6,156
-4.8%
0.02%
-14.3%
Q4 2020$174,000
+10.1%
6,466
+5.9%
0.02%
-8.7%
Q3 2020$158,000
+3.3%
6,108
+0.2%
0.02%
-4.2%
Q2 2020$153,000
+15.0%
6,096
+7.6%
0.02%
-7.7%
Q1 2020$133,000
-15.3%
5,668
-3.1%
0.03%
+4.0%
Q4 2019$157,000
+17.2%
5,849
+17.8%
0.02%
+8.7%
Q3 2019$134,000
+61.4%
4,965
+63.5%
0.02%
+53.3%
Q2 2019$83,000
+151.5%
3,037
+149.3%
0.02%
+114.3%
Q1 2019$33,000
+22.2%
1,218
+15.3%
0.01%0.0%
Q4 2018$27,0001,0560.01%
Other shareholders
SPDR SER TR shareholders Q1 2023
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