Orion Portfolio Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 434 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$396,377
-14.4%
13,519
-14.0%
0.01%0.0%
Q2 2023$462,797
+11.6%
15,720
+12.3%
0.01%0.0%
Q1 2023$414,761
+65.5%
13,998
+64.1%
0.01%
-44.4%
Q4 2022$250,611
+24.1%
8,530
+25.3%
0.01%
+12.5%
Q2 2022$202,000
-47.7%
6,805
-45.4%
0.01%
-38.5%
Q4 2021$386,000
+57.6%
12,462
+58.7%
0.01%
+44.4%
Q3 2021$245,000
+16.7%
7,854
+17.2%
0.01%
+12.5%
Q2 2021$210,000
+1400.0%
6,702
+1451.4%
0.01%
+700.0%
Q2 2020$14,000
-6.7%
432
-15.6%
0.00%0.0%
Q1 2020$15,000
-99.3%
512
-99.2%
0.00%
-99.4%
Q4 2019$2,023,00065,6110.16%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 639,835$19,022,00015.30%
Advocacy Wealth Management Services, LLC 2,693,637$80,082,00012.88%
Astor Investment Management LLC 1,324,800$39,386,00010.55%
TPG Financial Advisors, LLC 477,388$14,193,0009.51%
IRON Financial LLC 590,543$17,557,0009.19%
Cedar Mountain Advisors, LLC 860,330$25,578,0008.75%
Marion Wealth Management 554,010$16,471,0008.63%
Sunflower Bank, N.A. 1,430,451$42,527,0008.41%
PECAUT & CO. 493,506$14,672,0008.27%
Rodgers & Associates, LTD 1,395,072$41,475,0007.11%
View complete list of SPDR SER TR shareholders