WealthPlan Investment Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 537 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 7.95 and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$525,079
-2.8%
5,708
-3.1%
0.04%
-5.1%
Q3 2022$540,000
-46.7%
5,890
-43.3%
0.04%
-44.3%
Q1 2022$1,013,00010,3800.07%
Other shareholders
SPDR SER TR shareholders Q4 2022
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