Navigation Wealth Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 497 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4.93 and the average weighting 0.4%.

Quarter-by-quarter ownership
Navigation Wealth Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$8,623,906
-11.7%
92,910
-2.5%
10.62%
-88.5%
Q1 2022$9,771,000
-17.8%
95,330
-12.9%
92.08%
+727.9%
Q4 2021$11,881,000
-7.9%
109,440
-6.7%
11.12%
-5.4%
Q2 2021$12,897,000117,28511.76%
Other shareholders
SPDR SER TR shareholders Q1 2023
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