DEFINED WEALTH MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 557 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 21.50 and the average weighting 0.5%.

Quarter-by-quarter ownership
DEFINED WEALTH MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$596,252
-41.8%
6,625
-43.2%
0.56%
-49.9%
Q3 2022$1,025,000
+50.5%
11,670
+55.4%
1.12%
+60.0%
Q2 2022$681,000
+64.5%
7,509
+86.1%
0.70%
+91.8%
Q1 2022$414,000
-68.4%
4,035
-66.6%
0.36%
-66.1%
Q4 2021$1,312,000
+205.8%
12,081
+208.1%
1.07%
+182.4%
Q3 2021$429,000
+7.0%
3,921
+7.5%
0.38%
+6.7%
Q2 2021$401,000
+12.3%
3,647
+11.2%
0.36%
+5.3%
Q1 2021$357,000
-64.3%
3,280
-64.3%
0.34%
-65.8%
Q4 2020$1,000,0009,1840.99%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
BTS Asset Management, Inc. 652,966$59,040,22538.21%
HARVEST VOLATILITY MANAGEMENT LLC 6,912$624,84520.73%
Wright Fund Management, LLC 4,796,606$433,613,18219.32%
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 75,000$6,780,0007.66%
Logan Stone Capital, LLC 293,679$26,548,5827.26%
Private Ocean, LLC 575,457$52,021,3206.60%
MEEDER ASSET MANAGEMENT INC 825,141$74,592,7465.89%
ROVIN CAPITAL /UT/ /ADV 135,525$12,2515.65%
Financial Services Advisory Inc 115,362$10,428,7255.10%
Financial & Tax Architects, LLC 150,802$13,632,5004.23%
View complete list of SPDR SER TR shareholders