WealthPLAN Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 322 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$210,000
-0.5%
7,742
-0.1%
0.01%
-6.7%
Q2 2021$211,000
-50.1%
7,749
-52.7%
0.02%
-65.9%
Q2 2020$423,000
+74.1%
16,385
+82.0%
0.04%
+15.8%
Q1 2019$243,000
-5.8%
9,003
-5.6%
0.04%
-7.3%
Q4 2018$258,000
-38.1%
9,537
-37.5%
0.04%
-51.8%
Q2 2018$417,000
-1.4%
15,265
-1.3%
0.08%
-8.6%
Q1 2018$423,000
-16.2%
15,471
-15.7%
0.09%
-31.1%
Q4 2017$505,000
+90.6%
18,354
+93.9%
0.14%
+82.4%
Q3 2017$265,000
+14.7%
9,466
+14.5%
0.07%
+12.1%
Q2 2017$231,000
+477.5%
8,266
+500.3%
0.07%
+247.4%
Q1 2015$40,0001,3770.02%
Other shareholders
SPDR SER TR shareholders Q2 2021
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