Mosaic Family Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 422 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is 4.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2020$208,000
-13.3%
2,192
+0.1%
0.10%
+8.2%
Q4 2019$240,000
-7.3%
2,190
-8.1%
0.10%
-9.3%
Q3 2019$259,000
-11.9%
2,382
-11.6%
0.11%
-13.0%
Q2 2019$294,0002,6940.12%
Other shareholders
SPDR SER TR shareholders Q2 2019
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