Sterling Investment Counsel, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 502 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.53 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sterling Investment Counsel, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$290,636
-1.8%
3,215
-0.0%
0.17%
+4.4%
Q2 2023$295,968
+4.6%
3,216
+2.3%
0.16%
-8.6%
Q4 2022$282,870
+40.0%
3,143
+69.0%
0.18%
+27.7%
Q4 2021$202,0001,8600.14%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Private Ocean, LLC 673,701$59,184,0009.32%
All Season Financial Advisors, Inc. 59,005$5,184,0005.63%
ALTERNA WEALTH MANAGEMENT, INC 43,708$3,840,0004.56%
Chandler Asset Management, Inc. 154,072$13,535,0003.90%
ESG Planning 39,882$3,500,0003.59%
EisnerAmper Wealth Management Corporate Benefits, LLC 68,403$6,009,0003.42%
ROVIN CAPITAL /UT/ /ADV 66,992$5,885,0003.37%
Venturi Wealth Management, LLC 378,717$33,271,0003.20%
TPB WEALTH ADVISORS 73,972$6,507,0003.10%
Trek Financial, LLC 321,171$28,215,0002.97%
View complete list of SPDR SER TR shareholders