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Top 5 1st Quarter Trades of Simplicity Wealth,LLC

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May 20, 2022
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Simplicity Wealth,LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

86 SUMMIT AVE SUMMIT, NJ 07901

As of the latest 13F report, the guru’s equity portfolio contained 66 stocks valued at a total of $103,000,000. The top holdings were SPYG(8.69%), SCHM(5.88%), and SPYV(5.68%).

According to GuruFocus data, these were Simplicity Wealth,LLC’s top five trades of the quarter.

Technology Select Sector SPDR ETF


Simplicity Wealth,LLC reduced their investment in ARCA:XLK by 68,925 shares. The trade had a 6.46% impact on the equity portfolio. During the quarter, the stock traded for an average price of $156.75.

On 05/20/2022, Technology Select Sector SPDR ETF traded for a price of $132.25 per share and a market cap of $39,042,155,000. The stock has returned -1.96% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Technology Select Sector SPDR ETF has a price-earnings ratio of 25.33 and a price-book ratio of 8.42.

SPDR Portfolio Aggregate Bond ETF


Simplicity Wealth,LLC reduced their investment in ARCA:SPAB by 252,387 shares. The trade had a 4.03% impact on the equity portfolio. During the quarter, the stock traded for an average price of $28.42.

On 05/20/2022, SPDR Portfolio Aggregate Bond ETF traded for a price of $26.71 per share and a market cap of $6,295,926,000. The stock has returned -8.40% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

SPDR Portfolio S&P 500 Growth ETF


Simplicity Wealth,LLC reduced their investment in ARCA:SPYG by 83,889 shares. The trade had a 3.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $64.98.

On 05/20/2022, SPDR Portfolio S&P 500 Growth ETF traded for a price of $54 per share and a market cap of $11,751,629,000. The stock has returned -7.31% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, SPDR Portfolio S&P 500 Growth ETF has a price-earnings ratio of 24.49 and a price-book ratio of 7.34.

Health Care Select Sector SPDR


Simplicity Wealth,LLC reduced their investment in ARCA:XLV by 38,275 shares. The trade had a 2.91% impact on the equity portfolio. During the quarter, the stock traded for an average price of $132.05.

On 05/20/2022, Health Care Select Sector SPDR traded for a price of $129.26 per share and a market cap of $36,878,037,000. The stock has returned 5.70% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Health Care Select Sector SPDR has a price-earnings ratio of 22.55 and a price-book ratio of 4.78.

SPDR Portfolio S&P 500 Value ETF


Simplicity Wealth,LLC reduced their investment in ARCA:SPYV by 120,488 shares. The trade had a 2.73% impact on the equity portfolio. During the quarter, the stock traded for an average price of $41.09.

On 05/20/2022, SPDR Portfolio S&P 500 Value ETF traded for a price of $38.55 per share and a market cap of $12,752,730,000. The stock has returned -1.21% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, SPDR Portfolio S&P 500 Value ETF has a price-earnings ratio of 17.62 and a price-book ratio of 2.72.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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