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

OSAIC HOLDINGS, INC. holds 76,601 shares of SMLV (SPDR SERIES TRUST), worth $12.1M as of 2026-Q2. The position was decreased (-7.4% shares). SMLV represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$12.1M

Current Shares

76,601

Total Value Change

+$11.3M

Total Shares Change

+70,848

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
76,601
-7.4%
$12.1M0.0%$157.36
0
2026-Q1
Decreased
82,740
-2.1%
$11.3M0.0%$141.74
0
2025-Q4
Decreased
84,517
-11.5%
$11.1M0.0%$132.10
0
2025-Q3
Increased
95,542
+1766.8%
$12.4M0.0%$128.31
45
2025-Q2
Increased
5,118
+16.9%
$641,1140.0%$123.36
28
2025-Q1
Decreased
4,377
-46.5%
$538,6520.0%$120.29
0
2024-Q4
Increased
8,185
+42.3%
$1M0.0%$124.24
34
2024-Q3
Increased
5,753
+24.4%
$715,2950.0%$118.86
30

Other major holders of SMLV: Steward Partners Investment Advisory, LLC, AMERIPRISE FINANCIAL INC

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