Lorne Steinberg Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 517 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 25.43 and the average weighting 0.5%.

Quarter-by-quarter ownership
Lorne Steinberg Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,347,502
-3.2%
14,906
-1.5%
0.52%
-1.0%
Q2 2023$1,392,045
+4.6%
15,126
+2.3%
0.52%
-8.4%
Q4 2022$1,330,740
+1.9%
14,786
-0.6%
0.57%
-9.8%
Q3 2022$1,306,000
+239.2%
14,871
+320.0%
0.63%
+210.8%
Q1 2021$385,0003,5410.20%
Other shareholders
SPDR SER TR shareholders Q2 2021
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