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Spdr Ser Tr shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Spdr Ser Tr (SPTB) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $439k 14k 30.62
2025-06-30 $859k 28k 30.50
2025-03-31 $399k 13k 30.56

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View all positions for Simplicity Wealth

Top funds holding Spdr Ser Tr

GLOBALT Investments LLC / GA
D. J. St. Germain
Envestnet Asset Management
Kestra Private Wealth Services
Branch Banking & Trust Company
Nova R Wealth
Synovus Financial Corp.
3EDGE Asset Management
Cetera Investment Advisers
Citadel Advisors
Jane Street
Simplicity Wealth
Advisor Group Holdings
Tower Research Capital
Susquehanna International

View all funds holding Spdr Ser Tr