Simplicity Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 95 filers reported holding SPDR SER TR in Q2 2022. 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 2022
NameSharesValueWeighting ↓
PETERSON WEALTH MANAGEMENT 265,798$8,335,0006.46%
Stadion Money Management, LLC 1,320,121$41,399,0002.73%
HORIZON FINANCIAL SERVICES, LLC 116,596$3,656,0002.41%
Aspire Private Capital, LLC 190,694$5,980,0002.00%
Advisory Alpha, LLC 818,187$25,660,0001.77%
NYL Investors LLC 408,650$12,815,0001.43%
Elevated Capital Advisors, LLC 128,498$4,030,0001.39%
CLIENT 1ST ADVISORY GROUP, LLC 48,682$1,527,0000.78%
CFS Investment Advisory Services, LLC 137,841$4,323,0000.59%
TRUEFG, LLC 35,689$1,137,0000.52%
View complete list of SPDR SER TR shareholders