Bay Harbor Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 507 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 11.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$45,000
+462.5%
429
+512.9%
0.02%
+500.0%
Q3 2021$8,000
-92.9%
70
-93.2%
0.00%
-93.8%
Q2 2021$113,000
-79.4%
1,024
-79.7%
0.05%
-81.0%
Q1 2021$549,000
-7.7%
5,043
-7.6%
0.25%
-6.7%
Q4 2020$595,000
-66.0%
5,458
-67.5%
0.27%
-69.0%
Q3 2020$1,749,000
+14.1%
16,774
+10.7%
0.87%
+6.5%
Q2 2020$1,533,000
+56.4%
15,155
+46.6%
0.82%
+37.5%
Q1 2020$980,000
-51.7%
10,341
-44.2%
0.60%
-45.8%
Q4 2019$2,031,000
+13.3%
18,545
+12.5%
1.10%
+2.3%
Q3 2019$1,793,000
-20.7%
16,486
-20.5%
1.07%
-23.5%
Q2 2019$2,260,00020,7431.40%
Other shareholders
SPDR SER TR shareholders Q3 2021
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