Orion Portfolio Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 193 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$633,493
-11.2%
23,011
-6.7%
0.01%
-11.1%
Q1 2023$713,516
+132.4%
24,655
+126.0%
0.01%
-25.0%
Q3 2022$307,000
-60.2%
10,907
-58.3%
0.01%
-61.3%
Q2 2022$771,000
-5.3%
26,164
-2.7%
0.03%
+6.9%
Q1 2022$814,000
+135.3%
26,882
+149.3%
0.03%
+141.7%
Q4 2021$346,000
-80.7%
10,783
-80.0%
0.01%
-87.6%
Q2 2020$1,792,000
-10.5%
53,931
-10.8%
0.10%
-29.7%
Q1 2020$2,002,000
+33266.7%
60,431
+28676.7%
0.14%
Q4 2019$6,0002100.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Wela Strategies, Inc. 734,098$20,73111.64%
Boyd Wealth Management, LLC 498,103$14,066,42310.33%
O'Brien Wealth Partners LLC 773,779$21,851,5268.68%
Beacon Bridge Wealth Partners, LLC 374,134$10,565,5447.68%
Onyx Bridge Wealth Group LLC 635,812$18,254,1667.42%
Flagstone Financial Management 414,433$11,703,6007.13%
US FINANCIAL ADVISORS, LLC 465,021$13,132,2036.59%
S. R. Schill & Associates 450,444$12,720,5346.34%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,761,609$49,747,8385.66%
Municipal Employees' Retirement System of Michigan 10,499,797$296,5144.79%
View complete list of SPDR SER TR shareholders