Simplicity Wealth,LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 257 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.51 and the average weighting 0.8%.

Quarter-by-quarter ownership
Simplicity Wealth,LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$342,287
+7.3%
12,433
+10.2%
0.20%
+1.0%
Q2 2023$319,11711,2800.20%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,142,788$67,070,0007.18%
Legacy Private Trust Co. 475,443$27,904,0003.33%
Stadion Money Management, LLC 616,487$36,182,0001.29%
STEPHENS INC /AR/ 574,143$33,696,0001.02%
Moisand Fitzgerald Tamayo, LLC 29,387$1,725,0001.00%
SIGNET FINANCIAL MANAGEMENT, LLC 85,089$4,994,0000.88%
FLOW TRADERS U.S. LLC 101,329$5,947,0000.58%
West Coast Financial LLC 25,391$1,490,0000.41%
Snowden Capital Advisors LLC 29,875$1,753,3640.23%
Charles Schwab Investment Advisory, Inc. 2,077,068$121,903,0000.22%
View complete list of SPDR SER TR shareholders