Integrated Wealth Concepts LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 463 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 2.83 and the average weighting 0.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,717,957
-3.0%
30,066
-1.2%
0.05%0.0%
Q2 2023$2,801,514
+95612.8%
30,441
-3.5%
0.05%
-20.0%
Q1 2023$2,927
-4.4%
31,534
-7.3%
0.06%
-27.7%
Q4 2022$3,061
-99.2%
34,013
+634.8%
0.08%
+538.5%
Q3 2022$407,000
+18.0%
4,629
+21.7%
0.01%
+18.2%
Q2 2022$345,000
-17.7%
3,803
-6.9%
0.01%
-15.4%
Q1 2022$419,000
-97.8%
4,085
-97.7%
0.01%
-97.7%
Q4 2021$19,160,000
+58.3%
176,472
+59.5%
0.57%
+44.7%
Q3 2021$12,101,000
+44.9%
110,657
+45.7%
0.39%
+33.1%
Q2 2021$8,349,000
+190.6%
75,927
+187.5%
0.30%
+150.8%
Q1 2021$2,873,000
-25.8%
26,409
-25.7%
0.12%
-35.5%
Q4 2020$3,871,000
+1297.5%
35,536
+1236.9%
0.18%
+976.5%
Q3 2020$277,000
+22.6%
2,658
+19.1%
0.02%
+6.2%
Q2 2020$226,000
-7.8%
2,231
-13.6%
0.02%
-30.4%
Q1 2020$245,000
-75.7%
2,581
-72.0%
0.02%
-72.9%
Q4 2019$1,010,000
+17.0%
9,218
+16.1%
0.08%
-12.4%
Q3 2019$863,000
-52.1%
7,940
-56.9%
0.10%
-58.9%
Q2 2019$1,802,00018,4190.24%
Other shareholders
SPDR SER TR shareholders Q3 2022
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