Ownership history in Optas, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Optas, LLC reported a position in SPDR SER TR (SPBO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 24,830 | -32,172 | -56.4% | 0.12% | $736K | $28.90 |
| 2025 Q2 | REDUCED | 57,002 | -3,181 | -5.3% | 0.32% | $1.7M | $28.13 |
| 2025 Q1 | REDUCED | 60,183 | -4,706 | -7.3% | 0.30% | $1.7M | $27.59 |
| 2024 Q4 | REDUCED | 64,889 | -2,915 | -4.3% | 0.40% | $1.9M | $26.98 |
| 2024 Q3 | ADDED | 67,804 | +366 | +0.5% | 0.47% | $2.0M | $27.81 |
| 2024 Q2 | ADDED | 67,438 | +83 | +0.1% | 0.50% | $1.9M | $26.24 |
| 2024 Q1 | REDUCED | 67,355 | -573 | -0.8% | 0.54% | $2.0M | $26.26 |
| 2023 Q4 | REDUCED | 67,928 | -6,520 | -8.8% | 0.60% | $2.0M | $26.30 |
| 2023 Q3 | REDUCED | 74,448 | -2,801 | -3.6% | 0.68% | $2.1M | $24.24 |
| 2023 Q2 | ADDED | 77,249 | +10,015 | +14.9% | 0.75% | $2.2M | $25.08 |
As of 2025 Q4 — sorted by position size