SOA Wealth Advisors, LLC. - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 322 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$14,760
+0.8%
603
+1.7%
0.00%
+33.3%
Q2 2023$14,637
+1.3%
593
+1.9%
0.00%
-25.0%
Q1 2023$14,453
+3.7%
582
+1.2%
0.00%0.0%
Q4 2022$13,941
+7.2%
575
+2.3%
0.00%0.0%
Q3 2022$13,0000.0%562
+1.4%
0.00%0.0%
Q2 2022$13,000
-7.1%
554
+1.3%
0.00%
+33.3%
Q1 2022$14,0000.0%547
+0.7%
0.00%0.0%
Q4 2021$14,0000.0%543
+1.5%
0.00%
-25.0%
Q3 2021$14,0000.0%535
+0.9%
0.00%0.0%
Q2 2021$14,0000.0%530
+1.1%
0.00%0.0%
Q1 2021$14,000
-56.2%
524
-56.2%
0.00%
-55.6%
Q4 2020$32,0001,1970.01%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,104,206$28,367,00013.66%
D'Orazio & Associates, Inc. 860,220$22,099,00010.79%
Tactical Allocation Group LLC 272,315$6,996,0008.20%
NOTTINGHAM ADVISORS, INC. 952,784$24,477,0004.55%
Creative Planning 20,026,661$514,484,0004.23%
Efficient Market Advisors, LLC 749,805$19,262,0004.14%
Stratford Consulting, LLC 283,895$7,293,0003.77%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 586,443$15,066,0003.67%
Dakota Wealth Management 201,781$5,184,0003.51%
Advisory Alpha, LLC 230,698$5,922,0003.40%
View complete list of SPDR SER TR shareholders