Sowell Financial Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 510 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 4.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$2,676,000
+97957.9%
29,082
-1.1%
0.15%
-29.4%
Q1 2023$2,729
-36.6%
29,399
-38.5%
0.21%
-24.4%
Q4 2022$4,303
-100.0%
47,812
-69.4%
0.28%
-71.3%
Q4 2021$16,937,000
+37.4%
155,997
+38.3%
0.97%
+16.6%
Q3 2021$12,331,000
-34.3%
112,756
-33.9%
0.83%
-33.0%
Q2 2021$18,764,000
+9.8%
170,647
+8.8%
1.24%
+108.9%
Q1 2021$17,082,000
+23.1%
156,855
+23.2%
0.60%
+0.3%
Q4 2020$13,874,000
+78.4%
127,358
+70.8%
0.59%
+52.8%
Q3 2020$7,776,000
+184.6%
74,579
+176.1%
0.39%
+158.7%
Q2 2020$2,732,000
+118.6%
27,008
+104.7%
0.15%
+61.3%
Q1 2020$1,250,000
-65.5%
13,195
-60.1%
0.09%
-66.3%
Q4 2019$3,618,000
-1.0%
33,031
-1.7%
0.28%
-8.6%
Q3 2019$3,655,00033,6100.30%
Other shareholders
SPDR SER TR shareholders Q1 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