Orion Portfolio Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 233 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,067,970
+12.3%
9,527
+21.8%
0.01%
+30.0%
Q2 2023$950,579
+5.8%
7,822
+1.8%
0.01%
-9.1%
Q1 2023$898,453
+0.3%
7,685
-5.6%
0.01%
-64.5%
Q4 2022$895,697
+45.4%
8,139
+21.2%
0.03%
+29.2%
Q3 2022$616,000
-7.4%
6,717
+1.6%
0.02%
-11.1%
Q2 2022$665,000
-25.4%
6,614
-7.5%
0.03%
-12.9%
Q1 2022$892,000
+7333.3%
7,154
+5319.7%
0.03%
+3000.0%
Q2 2020$12,000
+50.0%
132
+26.9%
0.00%0.0%
Q1 2020$8,000
-55.6%
104
-37.0%
0.00%0.0%
Q4 2019$18,0001650.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 189,080$21,195,8689.40%
Lee Financial Group Hawaii, Inc. 44,667$5,007,1494.60%
Anson Capital, Inc. 12,999$1,457,2442.77%
Kraft, Davis & Associates, LLC 64,399$7,069,4832.66%
SFI Advisors, LLC 21,663$2,428,4222.37%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 34,026$3,814,3151.83%
Heirloom Wealth Management 36,550$4,097,2551.82%
STAPP WEALTH MANAGEMENT, PLLC 5,484$614,7561.18%
DB Wealth Management Group, LLC 12,876$1,443,3860.91%
Cavalier Investments, LLC 13,804$1,547,4280.61%
View complete list of SPDR SER TR shareholders