Simplicity Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 147 filers reported holding SPDR SER TR in Q3 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 2023$414,809
+3.0%
19,548
-0.2%
0.01%
-80.0%
Q4 2022$402,770
-21.0%
19,590
-27.2%
0.06%
-25.7%
Q3 2022$510,000
-74.4%
26,898
-72.4%
0.07%
-71.4%
Q2 2022$1,996,000
-31.0%
97,614
-23.3%
0.26%
-27.0%
Q1 2022$2,893,000
+87.0%
127,278
+108.2%
0.36%
+49.2%
Q3 2021$1,547,000
+18.8%
61,129
+24.1%
0.24%
-7.8%
Q2 2021$1,302,000
+30.1%
49,270
+28.0%
0.26%
+17.3%
Q1 2021$1,001,000
-2.6%
38,482
+5.0%
0.22%
+1366.7%
Q4 2020$1,028,000
+34.7%
36,638
+26.3%
0.02%
+7.1%
Q3 2020$763,000
+171.5%
29,016
+171.1%
0.01%
+133.3%
Q2 2020$281,000
+7.3%
10,703
-0.1%
0.01%
-25.0%
Q1 2020$262,000
-68.4%
10,714
-63.9%
0.01%
-68.0%
Q4 2019$829,000
+23.5%
29,709
+20.4%
0.02%
-7.4%
Q3 2019$671,000
-12.2%
24,677
-10.2%
0.03%
-18.2%
Q2 2019$764,000
+59.5%
27,476
+54.5%
0.03%
-5.7%
Q2 2018$479,00017,7790.04%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Sound Stewardship, LLC 188,074$3,729,4992.50%
CAPITAL INSIGHT PARTNERS, LLC 516,204$10,236,3262.32%
City State Bank 149,195$2,9591.63%
Charles Schwab Investment Advisory, Inc. 47,888,565$949,630,2441.50%
Empower Advisory Group, LLC 16,426,247$325,732,4801.44%
Ironwood Wealth Management, LLC. 174,459$3,459,5221.41%
HARBOR ADVISORY CORP /MA/ 195,265$3,872,1051.40%
BCWM, LLC 192,243$3,812,1821.39%
Aspire Private Capital, LLC 204,448$4,054,2231.32%
Treasure Coast Financial Planning 54,548$1,081,6870.75%
View complete list of SPDR SER TR shareholders