Orion Portfolio Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$350,379
-28.9%
5,402
-24.6%
0.00%
-20.0%
Q2 2023$492,725
-18.0%
7,164
-21.3%
0.01%
-28.6%
Q1 2023$601,191
-98.4%
9,098
-98.4%
0.01%
-99.5%
Q4 2022$36,772,754
+17494.6%
568,182
+15617.3%
1.29%
+16000.0%
Q3 2022$209,000
-99.6%
3,615
-99.5%
0.01%
-99.5%
Q1 2022$48,836,000
+16798.3%
693,897
+16108.8%
1.72%
+15500.0%
Q2 2021$289,000
-99.3%
4,281
-99.4%
0.01%
-99.4%
Q1 2021$43,560,000
+39.4%
665,743
+18.2%
1.88%
+29.2%
Q4 2020$31,259,000
+347222.2%
563,229
+257082.2%
1.46%
Q2 2020$9,000
+12.5%
2190.0%0.00%
-100.0%
Q1 2020$8,000
-66.7%
219
-50.5%
0.00%
-50.0%
Q4 2019$24,0004420.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Financial Management Professionals, Inc. 862,586$58,242,00014.99%
First Pacific Financial 313,674$21,179,00011.69%
NorthRock Partners, LLC 950,681$64,190,0005.36%
Tradewinds Capital Management, LLC 373,626$25,227,0004.62%
SIGNET FINANCIAL MANAGEMENT, LLC 196,921$13,296,0004.56%
Retirement Group, LLC 139,335$9,408,0004.53%
FAS Wealth Partners, Inc. 684,060$46,188,0004.33%
Lutz Financial Services LLC 429,977$29,032,0003.86%
KWB Wealth 302,159$19,770,0003.79%
ERn Financial, LLC 140,615$9,494,0003.36%
View complete list of SPDR SER TR shareholders