Schechter Investment Advisors, LLC - 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
Schechter Investment Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$749,597
-54.2%
8,292
-53.3%
0.07%0.0%
Q2 2023$1,635,742
+97.7%
17,774
+99.4%
0.07%
-5.2%
Q1 2023$827,491
-47.8%
8,915
-49.4%
0.08%
+6.9%
Q4 2022$1,585,080
+126.1%
17,612
+120.7%
0.07%
+4.3%
Q3 2022$701,000
+3.1%
7,981
+6.5%
0.07%
+4.5%
Q2 2022$680,000
-19.4%
7,491
-9.0%
0.07%
-15.4%
Q1 2022$844,000
-21.3%
8,233
-16.6%
0.08%
-19.6%
Q4 2021$1,072,0009,8760.10%
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