SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 283 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $639,000 | +0.6% | 21,105 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $635,000 | -1.2% | 21,105 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $643,000 | -0.5% | 21,105 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $646,000 | -14.1% | 21,105 | -14.0% | 0.00% | 0.0% |
| Q3 2021 | $752,000 | -34.7% | 24,535 | -34.7% | 0.00% | -50.0% |
| Q2 2021 | $1,152,000 | 0.0% | 37,590 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,152,000 | -62.6% | 37,590 | -62.6% | 0.00% | 0.0% |
| Q4 2020 | $3,078,000 | +7.2% | 100,638 | +7.2% | 0.00% | -60.0% |
| Q3 2020 | $2,870,000 | +0.3% | 93,850 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $2,861,000 | +0.5% | 93,850 | -3.1% | 0.01% | -14.3% |
| Q1 2020 | $2,847,000 | -46.9% | 96,850 | -44.4% | 0.01% | -30.0% |
| Q4 2019 | $5,357,000 | -0.1% | 174,335 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $5,363,000 | +1.0% | 174,335 | +0.9% | 0.01% | 0.0% |
| Q2 2019 | $5,310,000 | +0.1% | 172,781 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $5,304,000 | – | 172,781 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UBP Investment Advisors SA | 585,468 | $17,940,000 | 7.33% |
| Avantax Planning Partners, Inc. | 4,460,888 | $136,682,000 | 7.05% |
| Eagle Capital Management, LLC | 739,060 | $22,645,000 | 6.92% |
| WJ Wealth Management, LLC | 67,100 | $2,056,000 | 6.39% |
| Alliance Wealth Management Group | 504,361 | $15,454,000 | 5.83% |
| COWA, LLC | 308,572 | $9,450,000 | 5.67% |
| WESCAP Management Group, Inc. | 636,444 | $19,500,000 | 5.39% |
| HARBOR ADVISORY CORP /MA/ | 442,047 | $13,544,000 | 5.38% |
| MCF Advisors LLC | 1,248,596 | $38,257,000 | 4.31% |
| Towercrest Capital Management | 635,795 | $19,481,000 | 4.17% |