SUMMIT WEALTH & RETIREMENT PLANNING, INC. - 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
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$895,383
-30.5%
36,046
-32.2%
0.34%
-36.1%
Q4 2022$1,288,017
+537.6%
53,136
+608.5%
0.52%
+482.2%
Q4 2019$202,000
-0.5%
7,5000.0%0.09%
-26.8%
Q3 2019$203,000
-0.5%
7,5000.0%0.12%
+3.4%
Q2 2019$204,000
-28.7%
7,500
-28.6%
0.12%
-30.0%
Q1 2019$286,000
+4.8%
10,5000.0%0.17%
-17.9%
Q4 2018$273,00010,5000.21%
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