Valeo Financial Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 300 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$561,978
-1.0%
22,9750.0%0.03%0.0%
Q2 2023$567,492
-0.6%
22,9750.0%0.03%
-3.7%
Q1 2023$570,709
+2.5%
22,9750.0%0.03%
-12.9%
Q4 2022$556,924
+2.0%
22,9750.0%0.03%
-11.4%
Q3 2022$546,000
-1.4%
22,9750.0%0.04%0.0%
Q2 2022$554,000
-8.3%
22,975
-0.2%
0.04%
+12.9%
Q1 2022$604,000
-3.2%
23,015
+0.2%
0.03%
-8.8%
Q4 2021$624,000
-0.8%
22,9750.0%0.03%
-5.6%
Q3 2021$629,000
-0.8%
22,9750.0%0.04%
-5.3%
Q2 2021$634,000
+1.0%
22,9750.0%0.04%
+31.0%
Q1 2021$628,000
+1.5%
22,9750.0%0.03%
-9.4%
Q4 2020$619,000
+4.2%
22,9750.0%0.03%
-38.5%
Q3 2020$594,000
+29600.0%
22,975
+33686.8%
0.05%
Q4 2018$2,0000.0%680.0%0.00%
Q3 2018$2,0000.0%680.0%0.00%
Q2 2018$2,000680.00%
Other shareholders
SPDR SER TR shareholders Q2 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