Simplicity Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 116 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$4,724,000
+61.8%
169,990
+82.6%
0.58%
+29.2%
Q3 2021$2,919,000
+23.8%
93,089
+25.5%
0.45%
-3.6%
Q2 2021$2,357,000
+31.5%
74,170
+24.9%
0.47%
+18.3%
Q1 2021$1,792,000
+18.4%
59,388
+29.8%
0.39%
+1690.9%
Q4 2020$1,514,000
+74.6%
45,758
+67.3%
0.02%
+29.4%
Q2 2020$867,000
+214.1%
27,348
+198.1%
0.02%
+112.5%
Q4 2019$276,0009,1730.01%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Twelve Points Wealth Management LLC 202,711$4,550,8583.10%
NYL Investors LLC 1,859,250$41,740,1643.00%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 116,318$2,611,3252.81%
Collaborative Wealth Managment Inc. 84,090$1,887,8171.24%
METROPOLITAN LIFE INSURANCE CO/NY 1,000,000$22,450,0001.00%
Gradient Investments LLC 1,409,396$31,640,9411.00%
FINANCIAL LIFE ADVISORS 88,494$1,986,6900.92%
Elevated Capital Advisors, LLC 106,534$2,391,6900.91%
COMPASS FINANCIAL ADVISORS LLC 16,301$365,9570.49%
Arete Wealth Advisors, LLC 116,641$5,246,496,1800.46%
View complete list of SPDR SER TR shareholders