Simplicity Wealth,LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 323 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Simplicity Wealth,LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$928,418
+46.3%
32,327
+46.7%
0.54%
+37.5%
Q2 2023$634,608
+23.9%
22,043
+25.8%
0.40%
+15.8%
Q1 2023$512,022
-87.8%
17,517
-87.9%
0.34%
-93.9%
Q3 2022$4,188,000
-29.0%
144,857
-27.7%
5.62%
-34.7%
Q2 2022$5,897,000
+144.2%
200,231
+145.8%
8.61%
+266.4%
Q1 2022$2,415,000
+97.6%
81,445
+102.7%
2.35%
+256.4%
Q4 2021$1,222,00040,1730.66%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Trust Bank, Ltd. 431,260$12,385,78766.15%
Tilson Financial Group, Inc. 499,264$14,33911.27%
Better Money Decisions, LLC 438,529$12,594,54511.09%
DESTINY CAPITAL SECURITIES CORPORATION 376,026$10,799,4538.76%
Tri-Star Advisors Inc. 17,924$514,7878.72%
Meridian Financial Partners LLC 238,109$6,8226.98%
Treasure Coast Financial Planning 336,270$9,657,6746.70%
GM Advisory Group, LLC 2,740,122$78,696,2936.43%
First Affirmative Financial Network 221,914$6,373,3696.24%
Municipal Employees' Retirement System of Michigan 13,165,238$378,1065.26%
View complete list of SPDR SER TR shareholders