Orion Capital Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 365 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 1.67 and the average weighting 0.4%.

Quarter-by-quarter ownership
Orion Capital Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,758
-0.7%
240.0%0.00%0.0%
Q1 2023$1,770
+2.1%
240.0%0.00%0.0%
Q4 2022$1,734
-13.3%
240.0%0.00%
-50.0%
Q3 2022$2,0000.0%240.0%0.00%0.0%
Q2 2022$2,0000.0%240.0%0.00%
+100.0%
Q1 2022$2,0000.0%240.0%0.00%0.0%
Q4 2021$2,0000.0%240.0%0.00%0.0%
Q3 2021$2,0000.0%240.0%0.00%0.0%
Q2 2021$2,0000.0%240.0%0.00%0.0%
Q1 2021$2,0000.0%240.0%0.00%0.0%
Q4 2020$2,000240.00%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 336,511$31,235,0009.03%
Clarus Wealth Advisors 108,389$9,713,0005.59%
AIRE ADVISORS, LLC 119,484$11,083,0004.79%
NorthRock Partners, LLC 554,771$51,494,0003.86%
FAS Wealth Partners, Inc. 442,695$41,091,0003.77%
ERTS Wealth Advisors, LLC 169,874$15,771,0003.76%
KWB Wealth 218,920$20,320,0003.38%
Rodgers & Associates, LTD 229,505$21,303,0003.21%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 83,299$7,732,0003.18%
Shakespeare Wealth Management, LLC 86,466$8,026,0002.86%
View complete list of SPDR SER TR shareholders