Simplicity Wealth,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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Simplicity Wealth,LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$341,203
+65.9%
18,872
+69.4%
0.20%
+56.2%
Q2 2023$205,614
+3.6%
11,138
+6.8%
0.13%
-3.0%
Q1 2023$198,38810,4250.13%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 490,533$10,144,0007.13%
ODonnell Financial Services, LLC 610,000$12,615,0005.74%
Continuum Advisory, LLC 1,194,362$24,293,0004.61%
Capital Analysts, LLC 2,730,870$56,474,0003.58%
SIGNET FINANCIAL MANAGEMENT, LLC 892,532$18,458,0003.09%
Good Life Advisors, LLC 1,173,107$24,260,0003.03%
Private Wealth Group, LLC 162,061$3,351,0002.47%
Fermata Advisors, LLC 307,200$6,353,0002.38%
Aspire Private Capital, LLC 307,160$6,352,0002.03%
Brio Consultants, LLC 444,282$9,188,0001.96%
View complete list of SPDR SER TR shareholders