Orion Portfolio Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 494 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q1 2022
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders