Altium Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 274 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$1,122,000
-0.3%
41,6350.0%0.13%
-11.8%
Q3 2019$1,125,000
+12.1%
41,635
+12.9%
0.15%
+4.1%
Q2 2019$1,004,000
+83.2%
36,885
+83.4%
0.15%
+67.8%
Q1 2019$548,000
+46.5%
20,110
+40.0%
0.09%
+20.8%
Q4 2018$374,00014,3640.07%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
Wela Strategies, Inc. 460,291$11,981,0009.04%
D'Orazio & Associates, Inc. 903,034$23,506,0007.72%
HARBOR ADVISORY CORP /MA/ 216,475$5,635,0005.58%
Berkshire Money Management, Inc. 719,912$18,739,0004.67%
DeGreen Capital Management LLC 308,329$80,258,0004.40%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 983,793$25,608,0004.35%
Stratford Consulting, LLC 381,140$9,921,0003.99%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 808,404$21,043,0003.48%
SIGMA INVESTMENT COUNSELORS INC 927,718$24,149,0003.36%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 382,351$9,953,0003.20%
View complete list of SPDR SER TR shareholders