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 ↓
TOEWS CORP /ADV 2,225,400$241,612,00039.19%
Sound Financial Strategies Group, LLC 463,948$50,371,00025.19%
Aristotle Pacific Capital, LLC 160,453$17,420,00012.41%
Navigation Wealth Management, Inc. 109,440$11,881,00011.12%
Private Ocean, LLC 661,391$71,807,0008.40%
TPB WEALTH ADVISORS 156,210$16,952,0008.26%
Winning Points Advisors, LLC 61,200$6,674,0004.84%
Counterpoint Mutual Funds LLC 46,549$5,054,0004.71%
Ascendant Capital Management, LLC 50,000$5,429,0004.29%
Crabel Capital Management, LLC 209,391$22,734,0004.07%
View complete list of SPDR SER TR shareholders