EverSource Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 291 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 24.34 and the average weighting 1.1%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$5,260
+163.0%
217
+201.4%
0.00%
Q3 2022$2,000
-95.7%
72
-96.0%
0.00%
-100.0%
Q1 2022$47,000
-24.2%
1,785
-22.3%
0.01%
-29.4%
Q4 2021$62,0002,2960.02%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,104,206$28,367,00013.66%
D'Orazio & Associates, Inc. 860,220$22,099,00010.79%
Tactical Allocation Group LLC 272,315$6,996,0008.20%
NOTTINGHAM ADVISORS, INC. 952,784$24,477,0004.55%
Creative Planning 20,026,661$514,484,0004.23%
Efficient Market Advisors, LLC 749,805$19,262,0004.14%
Stratford Consulting, LLC 283,895$7,293,0003.77%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 586,443$15,066,0003.67%
Dakota Wealth Management 201,781$5,184,0003.51%
Advisory Alpha, LLC 230,698$5,922,0003.40%
View complete list of SPDR SER TR shareholders