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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $11,596 | -0.8% | 381,081 | -1.0% | 1.98% | -7.8% |
| Q4 2022 | $11,694 | -99.9% | 384,786 | -1.0% | 2.15% | -8.6% |
| Q3 2022 | $11,773,000 | +1.1% | 388,540 | +0.4% | 2.35% | +5.5% |
| Q2 2022 | $11,650,000 | +1.4% | 386,929 | +2.6% | 2.23% | +13.3% |
| Q1 2022 | $11,494,000 | +9.0% | 376,970 | +9.4% | 1.97% | +12.1% |
| Q4 2021 | $10,541,000 | +16.5% | 344,605 | +16.8% | 1.76% | +5.0% |
| Q3 2021 | $9,049,000 | +10.0% | 295,150 | +10.0% | 1.67% | +5.0% |
| Q2 2021 | $8,224,000 | +17.6% | 268,335 | +17.6% | 1.60% | +7.3% |
| Q1 2021 | $6,993,000 | +127.6% | 228,215 | +127.3% | 1.49% | +98.1% |
| Q4 2020 | $3,072,000 | – | 100,420 | – | 0.75% | – |
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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% |