PERSONAL CFO SOLUTIONS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 511 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 11.88 and the average weighting 0.5%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,846,184
-9.6%
20,422
-8.0%
0.36%
-12.0%
Q2 2023$2,043,151
+795.9%
22,201
+803.6%
0.42%
+783.0%
Q1 2023$228,059
-89.5%
2,457
-89.8%
0.05%
-89.8%
Q4 2022$2,170,222
+904.7%
24,114
+881.4%
0.46%
+750.0%
Q3 2022$216,000
-4.0%
2,457
-0.7%
0.05%
+1.9%
Q2 2022$225,000
-11.4%
2,4750.0%0.05%
+6.0%
Q1 2022$254,000
-81.9%
2,475
-80.9%
0.05%
-81.0%
Q4 2021$1,405,000
+3.5%
12,937
+4.2%
0.26%
-5.4%
Q3 2021$1,358,000
-3.8%
12,420
-3.3%
0.28%
-3.8%
Q2 2021$1,412,000
+7.5%
12,842
+6.4%
0.29%
+1.8%
Q1 2021$1,314,000
+0.5%
12,073
+0.6%
0.28%
-12.1%
Q4 2020$1,307,000
+130600.0%
12,001
+5.2%
0.32%
-3.0%
Q3 2020$1,000
-99.9%
11,411
-30.8%
0.33%
-40.6%
Q1 2020$1,563,000
+20.0%
16,501
+38.8%
0.56%
+50.4%
Q4 2019$1,303,000
+2.0%
11,886
+1.7%
0.37%
-26.7%
Q3 2019$1,278,00011,6850.51%
Other shareholders
SPDR SER TR shareholders Q1 2021
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