LAKE STREET PRIVATE WEALTH, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 501 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 13.00 and the average weighting 0.6%.

Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$2,080,000
+3.7%
19,018
+4.1%
0.50%
-1.0%
Q2 2021$2,005,000
+2.6%
18,262
+1.7%
0.51%
-5.6%
Q1 2021$1,955,000
-3.0%
17,965
-2.9%
0.54%
-7.2%
Q4 2020$2,015,000
+165.5%
18,494
+154.1%
0.58%
+128.2%
Q3 2020$759,000
+9.1%
7,277
+5.7%
0.26%
-1.2%
Q2 2020$696,000
+15.6%
6,883
+8.3%
0.26%
-5.8%
Q1 2020$602,000
-67.9%
6,356
-62.8%
0.27%
-61.8%
Q4 2019$1,873,000
+5.5%
17,103
+4.8%
0.72%
-11.3%
Q3 2019$1,775,00016,3270.81%
Other shareholders
SPDR SER TR shareholders Q4 2019
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