Newport Capital Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 514 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 13.78 and the average weighting 0.6%.

Quarter-by-quarter ownership
Newport Capital Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$3,853,000
-0.6%
37,587
+5.1%
2.89%
+0.5%
Q4 2021$3,877,000
+2.7%
35,749
+3.6%
2.87%
-1.4%
Q3 2021$3,775,000
-0.4%
34,515
+0.1%
2.91%
-2.9%
Q2 2021$3,790,000
+15.5%
34,464
+14.3%
3.00%
+9.8%
Q1 2021$3,281,000
+9.5%
30,157
+9.7%
2.73%
+5.9%
Q4 2020$2,995,00027,4882.58%
Other shareholders
SPDR SER TR shareholders Q4 2020
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