UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 297 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$658,483
+140.3%
21,435
+139.3%
0.00%
+100.0%
Q4 2020$274,000
-21.9%
8,956
-22.0%
0.00%0.0%
Q3 2020$351,000
-26.1%
11,475
-26.4%
0.00%
-33.3%
Q2 2020$475,000
-30.5%
15,591
-32.9%
0.00%
-50.0%
Q1 2020$683,000
-69.8%
23,230
-68.4%
0.01%
-60.0%
Q4 2019$2,258,000
+17.1%
73,469
+17.2%
0.02%
+15.4%
Q3 2019$1,928,000
+538.4%
62,672
+537.0%
0.01%
+550.0%
Q2 2019$302,000
+29.1%
9,838
+29.4%
0.00%
-66.7%
Q2 2013$234,0007,6000.01%
Other shareholders
SPDR SER TR shareholders Q2 2019
NameSharesValueWeighting ↓
Advisors Preferred, LLC 49,280$1,501,0001.63%
BANK OF THE WEST 154,891$4,710,0000.75%
Cavalier Investments, LLC 22,662$689,0000.58%
New England Private Wealth Advisors LLC 33,244$1,011,0000.43%
RAYMOND JAMES & ASSOCIATES 2,096,364$63,751,0000.26%
AVITY INVESTMENT MANAGEMENT INC. 52,795$1,608,0000.26%
Strategic Capital Alternatives LLC 36,717$1,116,0000.24%
CABOT WEALTH MANAGEMENT INC 15,820$481,0000.13%
COURIER CAPITAL LLC 19,273$586,0000.13%
Coastline Trust Co 14,650$446,0000.10%
View complete list of SPDR SER TR shareholders