IAG Wealth Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 353 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$1,370,131
+12.4%
54,871
+13.6%
0.28%
+5.0%
Q1 2024$1,218,484
+13.1%
48,314
+12.7%
0.26%
+6.5%
Q4 2023$1,077,753
+17.5%
42,870
+14.3%
0.25%
-3.9%
Q3 2023$917,225
+59.5%
37,499
+61.1%
0.26%
+68.4%
Q2 2023$575,11823,2840.15%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Pictet North America Advisors SA 1,579,756$48,893,00013.32%
Tactical Allocation Group LLC 910,217$28,189,00012.09%
Weatherstone Capital Management 1,172,272$36,305,00010.59%
AVIANCE CAPITAL MANAGEMENT, LLC 5,172,944$160,206,0008.14%
Eagle Capital Management, LLC 641,206$19,858,0007.77%
Buckingham Capital Management, Inc. 584,851$18,113,0006.07%
Antonetti Capital Management LLC 220,706$6,835,0005.97%
SG Select LLC 10,781$334,0005.45%
RiverFront Investment Group, LLC 6,269,551$194,167,0005.16%
Stratford Consulting, LLC 291,616$9,031,0004.91%
View complete list of SPDR SER TR shareholders