SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 297 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $541,932 | +4.8% | 17,641 | +4.7% | 0.19% | +10.4% |
| Q2 2023 | $516,881 | -3.3% | 16,842 | -4.1% | 0.17% | +22.7% |
| Q1 2023 | $534,625 | -10.6% | 17,569 | -10.7% | 0.14% | -28.1% |
| Q4 2022 | $597,893 | +2.0% | 19,674 | +1.7% | 0.20% | -3.0% |
| Q3 2022 | $586,000 | +6.7% | 19,340 | +7.7% | 0.20% | +28.7% |
| Q4 2021 | $549,000 | -48.8% | 17,963 | -48.6% | 0.16% | -51.5% |
| Q3 2021 | $1,072,000 | -5.9% | 34,980 | -5.8% | 0.32% | +6.9% |
| Q2 2021 | $1,139,000 | +5.1% | 37,147 | +5.0% | 0.30% | -5.0% |
| Q1 2021 | $1,084,000 | +3.3% | 35,367 | +3.1% | 0.32% | +44.3% |
| Q4 2020 | $1,049,000 | +11.2% | 34,289 | +11.2% | 0.22% | +12.2% |
| Q3 2020 | $943,000 | -8.3% | 30,843 | -8.6% | 0.20% | -3.4% |
| Q2 2020 | $1,028,000 | – | 33,732 | – | 0.20% | – |
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% |