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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in SPDR SERIES TRUST

OSAIC HOLDINGS, INC. holds 552,440 shares of SDY (SPDR SERIES TRUST), worth $84.1M as of 2026-Q2. The position was increased (+7.4% shares). SDY represents 0.1% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$84.1M

Current Shares

552,440

Total Value Change

+$24.8M

Total Shares Change

+134,800

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
552,440
+7.4%
$84.1M0.1%$152.18
32
2026-Q1
Increased
514,315
+7.8%
$75.1M0.1%$154.56
38
2025-Q4
Decreased
476,880
-0.6%
$66.4M0.1%$140.12
0
2025-Q3
Decreased
479,776
-8.7%
$67.6M0.1%$138.29
0
2025-Q2
Increased
525,676
+15.8%
$71.4M0.1%$133.44
41
2025-Q1
Decreased
453,844
-2.6%
$61.6M0.1%$131.57
0
2024-Q4
Increased
465,797
+11.5%
$61.5M0.1%$128.20
39
2024-Q3
Decreased
417,640
-11.3%
$59.3M0.1%$136.90
0

Other major holders of SDY: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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