IHT Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 15 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$550,864
-1.3%
6,094
+0.4%
0.03%
-3.4%
Q2 2023$558,309
+60.9%
6,067
+91.7%
0.03%
-29.3%
Q4 2019$347,000
-18.0%
3,165
-18.6%
0.04%
-29.3%
Q3 2019$423,000
-4.9%
3,889
-5.0%
0.06%
-10.8%
Q2 2019$445,0004,0930.06%
Other shareholders
SPDR SER TR shareholders Q4 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