SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 280 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,669,000 | +6.7% | 54,757 | +2.9% | 0.78% | +10.0% |
| Q1 2020 | $1,564,000 | +8.2% | 53,197 | +13.1% | 0.71% | +77.8% |
| Q4 2019 | $1,445,000 | +39.6% | 47,029 | +39.7% | 0.40% | +109.4% |
| Q3 2019 | $1,035,000 | +23.7% | 33,655 | +23.6% | 0.19% | +28.2% |
| Q2 2019 | $837,000 | +53.9% | 27,224 | +53.6% | 0.15% | +58.5% |
| Q1 2019 | $544,000 | +43.5% | 17,720 | +42.0% | 0.09% | +22.1% |
| Q4 2018 | $379,000 | – | 12,478 | – | 0.08% | – |
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% |