Financial Strategies Group, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 5 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Strategies Group, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$771,925
+57.5%
32,070
+61.6%
0.24%
+54.8%
Q2 2023$490,246
-4.1%
19,848
-3.6%
0.16%
-20.3%
Q1 2023$511,207
+48.3%
20,580
+44.7%
0.20%
+37.8%
Q4 2022$344,766
-11.1%
14,223
-12.7%
0.14%
-18.8%
Q3 2022$388,000
-18.0%
16,298
-17.0%
0.18%
-11.1%
Q2 2022$473,000
+80.5%
19,631
+96.3%
0.20%
+90.4%
Q1 2022$262,0009,9980.10%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Value Monitoring, Inc. 178,011$4,583,00044.21%
D'Orazio & Associates, Inc. 752,085$19,456,0007.86%
Ilmarinen Mutual Pension Insurance Co 21,261,703$550,040,0007.13%
BTS Asset Management, Inc. 16,973$439,0005.12%
Angeles Investment Advisors, LLC 1,318,942$34,121,0004.27%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 981,376$24,730,0004.04%
DeGreen Capital Management LLC 306,429$7,927,0003.50%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,378,412$35,660,0003.05%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 449,295$11,623,0003.04%
Allen Capital Group, LLC 443,838$11,584,0002.91%
View complete list of SPDR SER TR shareholders