Source Financial Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 309 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$325,250
-59.3%
13,094
-60.2%
0.11%
-63.7%
Q4 2022$798,420
-0.4%
32,938
-2.3%
0.30%
-5.7%
Q3 2022$802,000
-1.7%
33,710
-0.4%
0.32%
-0.6%
Q2 2022$816,000
-10.3%
33,850
-2.4%
0.32%
+19.4%
Q1 2022$910,000
+74.0%
34,692
+80.1%
0.27%
+90.1%
Q4 2021$523,00019,2650.14%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Value Monitoring, Inc. 1,195,992$32,220,00076.12%
Ilmarinen Mutual Pension Insurance Co 19,920,000$536,645,0008.99%
Aft, Forsyth & Sober, LLC 293,750$7,914,0007.26%
D'Orazio & Associates, Inc. 883,526$23,802,0007.04%
Berkshire Money Management, Inc. 959,166$25,840,0005.03%
IRON Financial LLC 370,868$9,991,0004.76%
FIFTH THIRD SECURITIES, INC. 195,709$5,272,401,0004.30%
Western Asset Management Company, LLC 382,000$10,318,0004.10%
Stratford Consulting, LLC 434,933$11,717,0003.82%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,266,857$34,129,0003.75%
View complete list of SPDR SER TR shareholders