Bogart Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 341 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 10.84 and the average weighting 0.6%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$4,477,956
+6.4%
180,272
+3.9%
0.30%
+2.0%
Q4 2022$4,207,758
+6.9%
173,587
+4.9%
0.29%
-10.9%
Q3 2022$3,936,000
+1363.2%
165,533
+1381.8%
0.33%
+1270.8%
Q2 2022$269,000
+2888.9%
11,171
+3369.3%
0.02%
+2300.0%
Q4 2021$9,0000.0%322
+3.2%
0.00%0.0%
Q3 2021$9,000
-30.8%
312
-34.2%
0.00%0.0%
Q2 2021$13,000
+44.4%
474
+51.9%
0.00%0.0%
Q1 2021$9,0003120.00%
Q4 2020$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q1 2020$5,0002200.00%
Other shareholders
SPDR SER TR shareholders Q4 2022
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