Simplicity Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 322 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$229,000
-40.8%
8,367
-40.3%
0.04%
-54.5%
Q2 2021$387,000
-20.5%
14,025
-21.3%
0.08%
-28.0%
Q1 2021$487,000
-78.2%
17,832
-78.5%
0.11%
+224.2%
Q4 2020$2,236,000
-4.2%
82,959
-8.1%
0.03%
-23.3%
Q3 2020$2,335,000
+398.9%
90,252
+386.4%
0.04%
+377.8%
Q2 2020$468,000
-36.9%
18,557
-32.6%
0.01%
-60.9%
Q4 2019$742,000
-76.1%
27,548
-76.1%
0.02%
-81.7%
Q3 2019$3,111,000
+487.0%
115,190
+492.1%
0.13%
+293.8%
Q1 2019$530,000
-32.4%
19,456
-35.4%
0.03%
-68.3%
Q4 2018$784,000
+7.3%
30,137
+13.6%
0.10%
+140.5%
Q3 2018$731,000
+27.1%
26,529
+25.9%
0.04%
+2.4%
Q2 2018$575,000
+47.1%
21,064
+47.6%
0.04%
+20.6%
Q1 2018$391,000
-56.7%
14,275
-56.5%
0.03%
-61.4%
Q4 2017$904,000
+67.1%
32,807
+69.7%
0.09%
-75.9%
Q3 2017$541,000
-74.0%
19,329
-74.0%
0.36%
+48.4%
Q2 2017$2,083,000
-47.5%
74,461
-47.5%
0.25%
-59.7%
Q1 2017$3,967,000
+10.1%
141,869
+8.9%
0.61%
-26.7%
Q4 2016$3,604,000
+101.8%
130,218
+101.9%
0.83%
-4.4%
Q3 2016$1,786,000
-24.6%
64,511
-26.5%
0.87%
-31.8%
Q2 2016$2,369,000
+71.5%
87,786
+64.2%
1.28%
+50.5%
Q1 2016$1,381,000
+306.2%
53,470
+303.5%
0.85%
+2017.5%
Q4 2015$340,000
-59.3%
13,252
-54.1%
0.04%
-94.9%
Q2 2015$835,000
+9.4%
28,894
+10.5%
0.79%
-12.4%
Q1 2015$763,000
+266.8%
26,156
+263.2%
0.90%
+266.0%
Q4 2014$208,0007,2020.25%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,104,206$28,367,00013.66%
D'Orazio & Associates, Inc. 860,220$22,099,00010.79%
Tactical Allocation Group LLC 272,315$6,996,0008.20%
NOTTINGHAM ADVISORS, INC. 952,784$24,477,0004.55%
Creative Planning 20,026,661$514,484,0004.23%
Efficient Market Advisors, LLC 749,805$19,262,0004.14%
Stratford Consulting, LLC 283,895$7,293,0003.77%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 586,443$15,066,0003.67%
Dakota Wealth Management 201,781$5,184,0003.51%
Advisory Alpha, LLC 230,698$5,922,0003.40%
View complete list of SPDR SER TR shareholders