Congress Wealth Management LLC / DE / - 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
Congress Wealth Management LLC / DE / ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,399,850
+595.7%
37,608
+608.2%
0.07%
+536.4%
Q2 2023$488,679
-8.9%
5,310
-8.1%
0.01%
-15.4%
Q1 2023$536,220
+5.1%
5,777
+1.9%
0.01%0.0%
Q4 2022$510,210
+0.4%
5,669
-1.9%
0.01%
-7.1%
Q3 2022$508,000
-2.5%
5,780
+0.5%
0.01%
+7.7%
Q2 2022$521,000
-13.7%
5,749
-2.6%
0.01%0.0%
Q1 2022$604,000
-11.3%
5,901
-5.9%
0.01%
-7.1%
Q4 2021$681,0006,2730.01%
Other shareholders
SPDR SER TR shareholders Q4 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