Prudent Man Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 537 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 7.95 and the average weighting 0.5%.

Quarter-by-quarter ownership
Prudent Man Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,165,527
+97843.4%
12,893
-0.3%
0.46%
+3.4%
Q2 2023$1,190
-1.7%
12,931
-1.7%
0.45%
-5.5%
Q1 2023$1,210
-19.1%
13,158
-21.1%
0.47%
-21.8%
Q4 2022$1,496
-99.9%
16,677
-14.3%
0.60%
-25.5%
Q3 2022$1,714,000
-3.1%
19,455
-0.4%
0.81%
-1.6%
Q2 2022$1,768,000
-12.1%
19,533
-0.4%
0.82%
+1.1%
Q1 2022$2,012,000
-5.8%
19,605
-0.3%
0.82%
+0.4%
Q4 2021$2,136,000
+71.0%
19,673
+72.3%
0.81%
+71.9%
Q3 2021$1,249,000
-4.1%
11,419
-3.6%
0.47%
-6.0%
Q2 2021$1,302,000
+0.8%
11,843
-0.3%
0.50%
-7.4%
Q1 2021$1,292,000
+0.2%
11,875
+0.4%
0.54%
+0.6%
Q4 2020$1,289,000
+4.3%
11,830
-0.2%
0.54%
-17.6%
Q3 2020$1,236,000
+5.4%
11,856
+2.2%
0.66%
-37.1%
Q2 2020$1,173,00011,5991.04%
Other shareholders
SPDR SER TR shareholders Q4 2022
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