StrategIQ Financial Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 359 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 6.00 and the average weighting 0.7%.

Quarter-by-quarter ownership
StrategIQ Financial Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,531,313
-27.2%
62,605
-26.5%
0.18%
-26.2%
Q2 2023$2,104,538
-53.0%
85,204
-52.7%
0.24%
-53.6%
Q1 2023$4,478,835
+5.6%
180,307
+3.1%
0.52%
+5.3%
Q4 2022$4,240,738
-2.3%
174,948
-4.1%
0.49%
-10.9%
Q3 2022$4,339,000
-3.4%
182,470
-2.0%
0.55%
+1.3%
Q2 2022$4,491,000
-3.7%
186,177
+4.8%
0.54%
+7.5%
Q1 2022$4,663,000
+1.3%
177,701
+4.9%
0.51%
+9.8%
Q4 2021$4,601,000
+12.4%
169,469
+13.4%
0.46%
-43.4%
Q3 2021$4,094,000
+7.9%
149,476
+8.7%
0.81%
+8.7%
Q2 2021$3,794,000
+7.4%
137,574
+6.4%
0.75%
+0.8%
Q1 2021$3,533,000
+15.7%
129,287
+14.1%
0.74%
+8.6%
Q4 2020$3,054,000
+27.4%
113,322
+22.3%
0.68%
+13.8%
Q3 2020$2,397,000
+47.1%
92,658
+43.3%
0.60%
+36.9%
Q2 2020$1,629,000
+113.5%
64,655
+99.8%
0.44%
+86.0%
Q1 2020$763,000
-55.7%
32,365
-49.3%
0.24%
-46.8%
Q4 2019$1,721,000
-45.8%
63,874
-45.6%
0.44%
-50.4%
Q3 2019$3,173,000
-17.4%
117,463
-16.7%
0.90%
-19.5%
Q2 2019$3,842,000
+8.9%
141,090
+8.9%
1.11%
+2.5%
Q1 2019$3,529,000
+114.9%
129,509
+105.4%
1.09%
+92.9%
Q4 2018$1,642,000
-4.9%
63,062
+0.7%
0.56%
+2.9%
Q3 2018$1,727,000
+18.1%
62,613
+16.9%
0.55%
+8.1%
Q2 2018$1,462,000
+10.8%
53,567
+11.1%
0.51%
-3.3%
Q1 2018$1,320,000
+12.0%
48,229
+12.8%
0.52%
+13.9%
Q4 2017$1,179,00042,7730.46%
Other shareholders
SPDR SER TR shareholders Q4 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