Simplicity Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 380 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$18,056,290
-19.1%
196,648
-19.1%
0.58%
-4.9%
Q2 2023$22,324,640
-14.7%
243,135
-14.7%
0.61%
-11.1%
Q1 2023$26,183,485
+999.1%
285,161
+995.0%
0.69%
+111.7%
Q4 2022$2,382,169
-32.4%
26,043
-32.3%
0.32%
-36.6%
Q3 2022$3,523,000
-37.0%
38,458
-37.1%
0.51%
-29.5%
Q2 2022$5,589,000
+31.0%
61,094
+30.9%
0.72%
+38.4%
Q1 2022$4,267,000
+190.1%
46,670
+190.2%
0.52%
+131.9%
Q3 2021$1,471,000
+204.6%
16,082
+204.6%
0.23%
+3128.6%
Q4 2020$483,000
+25.5%
5,279
+25.3%
0.01%0.0%
Q3 2020$385,000
-96.5%
4,212
-96.5%
0.01%
-96.8%
Q2 2020$10,955,000
+1194.9%
119,685
+1195.7%
0.22%
+734.6%
Q1 2020$846,000
+263.1%
9,237
+262.5%
0.03%
+271.4%
Q4 2019$233,0002,5480.01%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 981,076$90,082,43657.40%
WIN ADVISORS, INC 340,644$38,403,03251.34%
Dean, Jacobson Financial Services, LLC 448,459$41,177,55137.28%
RIA Advisory Group LLC 752,905$69,128,16029.74%
VitalStone Financial, LLC 575,190$52,82629.50%
St. Louis Financial Planners Asset Management, LLC 257,206$23,616,64523.66%
Vigilare Wealth Management 443,999$40,768,00623.52%
PVG ASSET MANAGEMENT CORP 58,974$5,414,99223.36%
Cypress Capital, LLC 795,373$73,031,14921.98%
Fortis Group Advisors, LLC 817,717$75,082,73419.93%
View complete list of SPDR SER TR shareholders