Sound Financial Strategies Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 502 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.53 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sound Financial Strategies Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$15,910
-1.8%
1760.0%0.01%
+8.3%
Q2 2023$16,197
-0.9%
1760.0%0.01%
+9.1%
Q1 2023$16,336
+8.9%
1760.0%0.01%
-52.2%
Q3 2022$15,000
-100.0%
176
-100.0%
0.02%
-99.9%
Q4 2021$50,371,000463,94825.19%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Private Ocean, LLC 673,701$59,184,0009.32%
All Season Financial Advisors, Inc. 59,005$5,184,0005.63%
ALTERNA WEALTH MANAGEMENT, INC 43,708$3,840,0004.56%
Chandler Asset Management, Inc. 154,072$13,535,0003.90%
ESG Planning 39,882$3,500,0003.59%
EisnerAmper Wealth Management Corporate Benefits, LLC 68,403$6,009,0003.42%
ROVIN CAPITAL /UT/ /ADV 66,992$5,885,0003.37%
Venturi Wealth Management, LLC 378,717$33,271,0003.20%
TPB WEALTH ADVISORS 73,972$6,507,0003.10%
Trek Financial, LLC 321,171$28,215,0002.97%
View complete list of SPDR SER TR shareholders