Lake Point Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 557 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 21.50 and the average weighting 0.5%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$3,0000.0%300.0%0.00%
+100.0%
Q1 2022$3,0000.0%300.0%0.00%0.0%
Q4 2021$3,0000.0%300.0%0.00%0.0%
Q3 2021$3,0000.0%300.0%0.00%0.0%
Q2 2021$3,000
-57.1%
30
-58.9%
0.00%
-83.3%
Q1 2020$7,000
-12.5%
730.0%0.01%
+100.0%
Q4 2019$8,000
-93.0%
73
-93.1%
0.00%
-92.5%
Q2 2019$115,0000.0%1,0570.0%0.04%0.0%
Q1 2019$115,000
-93.0%
1,057
-97.8%
0.04%
-93.5%
Q4 2018$1,643,00048,9060.61%
Other shareholders
SPDR SER TR shareholders Q4 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