IFG Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 502 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.53 and the average weighting 0.5%.

Quarter-by-quarter ownership
IFG Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,866,452
+1635.9%
64,894
+1682.8%
0.49%
+1443.8%
Q1 2023$337,941
+69722.5%
3,640
-32.4%
0.03%
-33.3%
Q4 2022$484
-99.9%
5,385
+1.1%
0.05%
+14.3%
Q3 2022$467,000
-59.5%
5,326
-58.1%
0.04%
-65.6%
Q2 2022$1,153,000
-11.8%
12,713
-0.4%
0.12%
-7.6%
Q1 2022$1,307,000
+0.8%
12,760
+6.8%
0.13%
+4.8%
Q4 2021$1,297,000
-31.3%
11,953
-30.7%
0.13%
-37.9%
Q3 2021$1,887,000
+1.8%
17,258
+2.3%
0.20%
-1.5%
Q2 2021$1,854,000
+10.2%
16,869
+9.0%
0.21%
-1.9%
Q1 2021$1,683,000
+15.4%
15,474
+15.6%
0.21%
+4.0%
Q4 2020$1,458,000
+43.9%
13,390
+37.8%
0.20%
+23.2%
Q3 2020$1,013,000
+177.5%
9,720
+168.7%
0.16%
+148.5%
Q2 2020$365,000
+14.8%
3,617
+7.7%
0.07%
-7.0%
Q1 2020$318,000
+20.9%
3,359
+39.4%
0.07%
+47.9%
Q4 2019$263,000
-47.7%
2,409
-59.5%
0.05%
-46.1%
Q2 2019$503,0005,9460.09%
Other shareholders
SPDR SER TR shareholders Q3 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