Orion Portfolio Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,482,335
-10.1%
148,873
-6.8%
0.09%
+1.1%
Q2 2023$8,323,061
+25.5%
159,721
+15.9%
0.09%
+8.5%
Q1 2023$6,634,104
+20.2%
137,780
+12.3%
0.08%
-57.5%
Q4 2022$5,518,924
+24.0%
122,697
+15.7%
0.19%
+9.7%
Q3 2022$4,451,000
-0.0%
106,004
+5.6%
0.18%
-1.7%
Q2 2022$4,453,000
-8.1%
100,429
+10.2%
0.18%
+5.3%
Q1 2022$4,843,000
-0.4%
91,147
+4.7%
0.17%
+4.3%
Q4 2021$4,862,000
+110.2%
87,084
+89.9%
0.16%
+91.8%
Q3 2021$2,313,000
+21.7%
45,846
+21.4%
0.08%
+13.3%
Q2 2021$1,901,000
+127.4%
37,770
+110.5%
0.08%
+108.3%
Q1 2021$836,000
+208.5%
17,940
+190.8%
0.04%
+176.9%
Q4 2020$271,000
+1255.0%
6,170
+992.0%
0.01%
+1200.0%
Q2 2020$20,000
+25.0%
565
+8.0%
0.00%0.0%
Q1 2020$16,000
+23.1%
523
+46.9%
0.00%0.0%
Q4 2019$13,0003560.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Brown Financial Advisory 776,917$34,945,71736.05%
Buttonwood Financial Group, LLC 813,964$36,612,14833.28%
Stadion Money Management, LLC 8,453,421$380,234,87731.76%
Peterson Wealth Advisors, LLC 2,326,419$104,642,32631.59%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,958,294$88,084,00031.12%
New Perspectives, Inc 803,090$36,122,98227.70%
Bull Oak Capital, LLC 639,120$28,747,59724.28%
West Wealth Group, LLC 1,052,328$47,333,70223.53%
AFFINIA FINANCIAL GROUP, LLC 578,589$26,574,59922.60%
Lloyd Advisory Services, LLC. 687,598$30,92821.50%
View complete list of SPDR SER TR shareholders