Pensionmark Financial Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 502 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.53 and the average weighting 0.5%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$206,835
-8.9%
2,288
+11.0%
0.04%
-21.2%
Q2 2021$227,000
+4.1%
2,061
+2.6%
0.05%
-1.9%
Q1 2021$218,000
-5.6%
2,008
-4.7%
0.05%
-10.2%
Q4 2020$231,000
+6.0%
2,108
+1.5%
0.06%
-22.4%
Q2 2020$218,000
-39.1%
2,076
-36.5%
0.08%
-45.7%
Q4 2019$358,000
-4.5%
3,270
-5.2%
0.14%
-13.0%
Q3 2019$375,0003,4500.16%
Other shareholders
SPDR SER TR shareholders Q3 2023
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