ERTS Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 537 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 7.95 and the average weighting 0.5%.

Quarter-by-quarter ownership
ERTS Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$205,390
+1.3%
2,272
+3.1%
0.05%
+4.3%
Q2 2023$202,719
-47.0%
2,203
-46.5%
0.05%
-49.5%
Q1 2023$382,233
-95.0%
4,118
-95.1%
0.09%
-95.3%
Q4 2022$7,601,87284,4651.97%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
BTS Asset Management, Inc. 652,966$59,040,22538.21%
HARVEST VOLATILITY MANAGEMENT LLC 6,912$624,84520.73%
Ocean Park Asset Management, LLC 4,796,606$433,613,18219.32%
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 75,000$6,780,0007.66%
Logan Stone Capital, LLC 293,679$26,548,5827.26%
Private Ocean, LLC 575,457$52,021,3206.60%
MEEDER ASSET MANAGEMENT INC 825,141$74,592,7465.89%
ROVIN CAPITAL /UT/ /ADV 135,525$12,2515.65%
Financial Services Advisory Inc 115,362$10,428,7255.10%
Financial & Tax Architects, LLC 150,802$13,632,5004.23%
View complete list of SPDR SER TR shareholders