Jackson, Grant Investment Advisers, Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is JNKXXXX and the CUSIP is 78464A417. A total of 19 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Jackson, Grant Investment Advisers, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2020$11,000
+83.3%
107
+62.1%
0.01%
+75.0%
Q1 2020$6,0000.0%66
+20.0%
0.00%
+33.3%
Q4 2019$6,0000.0%550.0%0.00%0.0%
Q3 2019$6,0000.0%550.0%0.00%0.0%
Q2 2019$6,0000.0%55
-66.9%
0.00%
-25.0%
Q1 2019$6,0000.0%1660.0%0.00%0.0%
Q4 2018$6,000
-33.3%
166
-36.2%
0.00%
-33.3%
Q3 2018$9,0000.0%260
+1.6%
0.01%0.0%
Q2 2018$9,0000.0%256
+1.2%
0.01%0.0%
Q1 2018$9,0000.0%253
+0.8%
0.01%0.0%
Q4 2017$9,0000.0%251
+2.0%
0.01%
-14.3%
Q3 2017$9,0000.0%246
+1.2%
0.01%0.0%
Q2 2017$9,0000.0%243
+1.7%
0.01%0.0%
Q1 2017$9,0000.0%239
+1.3%
0.01%
-12.5%
Q4 2016$9,0000.0%236
+1.7%
0.01%
+14.3%
Q3 2016$9,000
+12.5%
232
+1.3%
0.01%0.0%
Q2 2016$8,0000.0%229
+1.8%
0.01%0.0%
Q1 2016$8,0000.0%225
+1.8%
0.01%
-12.5%
Q4 2015$8,0002210.01%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2019
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 7,570,000$269,946,00022.21%
Private Ocean, LLC 550,525$19,632,00014.49%
Berkshire Money Management, Inc. 1,039,337$40,129,00012.31%
Nan Shan Life Insurance Co., Ltd. 4,469,967$159,399,0008.80%
MILES CAPITAL, INC. 320,749$11,438,0008.22%
DT Investment Partners, LLC 706,079$25,179,0007.80%
Windsor Capital Management, LLC 314,136$11,202,0006.60%
Bernicke Wealth Management, Ltd. 168,852$6,021,0006.13%
IRON Financial LLC 227,861$8,126,0005.41%
Baystate Wealth Management LLC 539,594$19,242,0005.02%
View complete list of SPDR SERIES TRUST shareholders