Simplicity Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$615,739
-73.2%
20,915
-71.4%
0.02%
-50.0%
Q4 2020$2,294,000
-2.4%
73,060
-2.5%
0.03%
-20.9%
Q3 2020$2,350,000
+0.6%
74,914
+0.5%
0.04%
-6.5%
Q2 2020$2,337,000
+62.1%
74,563
+59.5%
0.05%
+4.5%
Q4 2019$1,442,000
+122.2%
46,762
+122.2%
0.04%
+69.2%
Q3 2019$649,000
+1.2%
21,046
+0.3%
0.03%
-31.6%
Q1 2019$641,000
-19.0%
20,976
-20.1%
0.04%
-62.7%
Q4 2018$791,00026,2680.10%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 639,835$19,022,00015.30%
Advocacy Wealth Management Services, LLC 2,693,637$80,082,00012.88%
Astor Investment Management LLC 1,324,800$39,386,00010.55%
TPG Financial Advisors, LLC 477,388$14,193,0009.51%
IRON Financial LLC 590,543$17,557,0009.19%
Cedar Mountain Advisors, LLC 860,330$25,578,0008.75%
Marion Wealth Management 554,010$16,471,0008.63%
Sunflower Bank, N.A. 1,430,451$42,527,0008.41%
PECAUT & CO. 493,506$14,672,0008.27%
Rodgers & Associates, LTD 1,395,072$41,475,0007.11%
View complete list of SPDR SER TR shareholders