Simplicity Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 133 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$205,614
-71.3%
11,138
-70.4%
0.01%
-68.4%
Q1 2023$716,594
-20.3%
37,656
-22.8%
0.02%
-84.4%
Q4 2022$899,364
-23.9%
48,746
-24.9%
0.12%
-28.7%
Q3 2022$1,182,000
-73.7%
64,887
-71.9%
0.17%
-70.7%
Q2 2022$4,496,000
-29.9%
231,061
-25.5%
0.58%
-25.9%
Q1 2022$6,413,000310,0870.79%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Continuum Advisory, LLC 496,168$10,372,0004.72%
SIGNET FINANCIAL MANAGEMENT, LLC 611,823$12,790,0002.59%
Altavista Wealth Management, Inc. 473,583$9,900,0002.51%
Brio Consultants, LLC 342,188$7,153,0002.31%
Clear Perspectives Financial Planning, LLC 41,275$863,0000.55%
Newman Dignan & Sheerar, Inc. 89,100$1,863,0000.30%
Pinnacle Wealth Planning Services, Inc. 59,265$1,219,0000.29%
V Wealth Advisors LLC 45,894$959,0000.20%
CreativeOne Wealth, LLC 110,092$2,301,0000.19%
Mutual Advisors, LLC 79,581$1,664,0000.12%
View complete list of SPDR SER TR shareholders