ROOSEVELT INVESTMENT GROUP LLC - SPDR SER TR ownership

SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 276 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
ROOSEVELT INVESTMENT GROUP LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$949,000
-2.5%
31,335
-3.1%
0.07%
-2.9%
Q2 2022$973,000
-1.3%
32,3300.0%0.07%
+18.6%
Q1 2022$986,000
+4.4%
32,330
+4.7%
0.06%
+13.5%
Q4 2021$944,000
-2.3%
30,872
-2.0%
0.05%
-13.3%
Q3 2021$966,000
-0.6%
31,517
-0.6%
0.06%
+1.7%
Q2 2021$972,000
+6.6%
31,715
+6.5%
0.06%
-1.7%
Q1 2021$912,000
-3.1%
29,775
-3.2%
0.06%
-10.4%
Q4 2020$941,000
+1.3%
30,750
+1.2%
0.07%
-10.7%
Q3 2020$929,000
-4.0%
30,383
-4.4%
0.08%
-21.9%
Q2 2020$968,000
-1.6%
31,772
-5.1%
0.10%
-15.0%
Q1 2020$984,000
+6.8%
33,483
+11.7%
0.11%
+18.9%
Q4 2019$921,000
-0.1%
29,9820.0%0.10%
-9.5%
Q3 2019$922,000
+0.1%
29,9820.0%0.10%
-2.8%
Q2 2019$921,00029,9820.11%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
HARBOR ADVISORY CORP /MA/ 557,020$17,134,00014.96%
MFA WEALTH ADVISORS, LLC 420,169$12,924,00010.52%
Tillar-Wenstrup Advisors, LLC 534,403$16,438,0009.53%
Alliance Wealth Management Group 609,971$18,763,0009.02%
Eagle Capital Management, LLC 521,355$16,037,0009.00%
Merit Financial Group, LLC 2,602,554$80,055,0008.75%
UBP Investment Advisors SA 338,261$10,405,0008.45%
MCF Advisors LLC 1,591,730$48,962,0007.97%
Avantax Planning Partners, Inc. 3,664,387$112,717,0006.92%
FLC Capital Advisors 507,353$15,606,0006.62%
View complete list of SPDR SER TR shareholders