Simplicity Wealth,LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 132 filers reported holding SPDR SER TR in Q2 2024. 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
Q2 2024$573,651
+10.9%
31,042
+11.8%
0.01%
+8.3%
Q1 2024$517,412
+0.5%
27,758
+0.3%
0.01%
-94.0%
Q4 2023$514,630
+50.8%
27,683
+46.7%
0.20%
-0.5%
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 Q2 2024
NameSharesValueWeighting ↓
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 354,956$6,538,2904.92%
Brio Consultants, LLC 660,459$12,192,0682.20%
Aspire Private Capital, LLC 331,913$6,127,1081.95%
Treasure Coast Financial Planning 134,916$2,490,5491.68%
SIGNET FINANCIAL MANAGEMENT, LLC 434,908$8,028,3951.27%
Paladin Advisory Group, LLC 83,118$1,534,3581.23%
Continuum Advisory, LLC 371,820$6,863,7941.09%
Capital Wealth Alliance, LLC 67,236$1,241,1840.93%
Raleigh Capital Management Inc. 76,584$1,413,7420.70%
Tradition Wealth Management, LLC 320,871$5,9230.69%
View complete list of SPDR SER TR shareholders