SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 341 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $753,101 | -0.2% | 24,515 | -0.3% | 0.01% | 0.0% |
Q2 2023 | $754,360 | +6.3% | 24,580 | +5.4% | 0.01% | 0.0% |
Q1 2023 | $709,780 | +9.2% | 23,325 | +9.1% | 0.01% | 0.0% |
Q4 2022 | $649,829 | +8.5% | 21,383 | +8.1% | 0.01% | 0.0% |
Q3 2022 | $599,000 | +0.7% | 19,773 | 0.0% | 0.01% | +14.3% |
Q2 2022 | $595,000 | – | 19,773 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Davidson Capital Management Inc. | 2,162,565 | $65,115,000 | 30.75% |
MFA WEALTH ADVISORS, LLC | 984,869 | $29,655,000 | 10.83% |
Aurora Private Wealth, Inc. | 1,546,102 | $46,554,000 | 10.70% |
Orca Investment Management, LLC | 358,531 | $10,795,000 | 9.98% |
WJ Wealth Management, LLC | 440,493 | $13,265,000 | 9.43% |
Astor Investment Management LLC | 1,132,849 | $34,110,000 | 9.14% |
Treasure Coast Financial Planning | 365,236 | $10,997,000 | 8.52% |
Tradewinds Capital Management, LLC | 723,383 | $21,781,000 | 8.14% |
Financial Guidance Group, Inc. | 329,820 | $9,931,000 | 7.80% |
UBP Investment Advisors SA | 1,272,692 | $38,320,000 | 7.66% |