EVERMAY WEALTH MANAGEMENT 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
EVERMAY WEALTH MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$9,000
-40.0%
97
-39.4%
0.00%
-33.3%
Q2 2022$15,000
-97.3%
160
-97.0%
0.00%
-96.7%
Q1 2022$549,000
+2514.3%
5,355
+2618.3%
0.09%
+2200.0%
Q4 2021$21,0001970.00%
Other shareholders
SPDR SER TR shareholders Q4 2021
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