Simplicity Wealth,LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 172 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Simplicity Wealth,LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$693,21031,6390.43%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 127,757,628$2,740,401,0008.94%
KWB Wealth 1,444,175$30,978,0006.18%
Redwood Financial Network Corp 207,794$4,457,0005.08%
Concord Wealth Partners 575,275$12,340,0003.92%
Leicht Financial Planning & Wealth Management, Inc. 246,950$5,297,0003.79%
Chesapeake Wealth Management 289,961$6,220,0002.84%
TOWNSQUARE CAPITAL LLC 3,453,080$74,068,0002.12%
CFS Investment Advisory Services, LLC 183,611$8,462,0001.95%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,930,511$126,435,0001.81%
Values First Advisors, Inc. 103,631$2,223,0001.60%
View complete list of SPDR SER TR shareholders