Simplicity Solutions, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KRE and the CUSIP is 78464A698. A total of 491 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 1.85 and the average weighting 0.4%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2023$385,310
-27.3%
8,785
-14.9%
0.01%
-68.8%
Q1 2019$530,000
-42.1%
10,327
-47.2%
0.03%
-72.9%
Q4 2018$915,000
+78.0%
19,569
+126.4%
0.12%
+306.9%
Q3 2018$514,0008,6450.03%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Mandatum Life Insurance Co Ltd 569,944$33,108,0007.43%
Legend Financial Advisors, Inc. 116,118$6,745,0006.97%
PINNBROOK CAPITAL MANAGEMENT LP 147,500$8,568,0004.31%
Pinz Capital Management, LP 105,800$6,146,0004.21%
rhino investment partners, Inc 160,636$9,331,0004.19%
Goodman Financial Corp 212,849$12,364,0004.09%
FJ Capital Management LLC 87,000$38,308,0003.68%
Choice Wealth Advisors, LLC 75,139$4,365,0003.54%
CONSILIO WEALTH ADVISORS, LLC 75,139$4,365,0003.54%
Cavalier Investments, LLC 121,799$7,075,0002.47%
View complete list of SPDR SERIES TRUST shareholders