SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 279 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $241 | -100.0% | 7,925 | -77.7% | 0.09% | -74.0% |
| Q1 2022 | $1,082,000 | +48.8% | 35,473 | +49.4% | 0.34% | +157.7% |
| Q4 2021 | $727,000 | +217.5% | 23,750 | +217.7% | 0.13% | +83.1% |
| Q3 2021 | $229,000 | -83.3% | 7,476 | -83.3% | 0.07% | -74.9% |
| Q2 2021 | $1,375,000 | +129.2% | 44,872 | +129.3% | 0.28% | +81.4% |
| Q1 2021 | $600,000 | -10.0% | 19,572 | -10.2% | 0.16% | -3.1% |
| Q4 2020 | $667,000 | +129.2% | 21,794 | +130.3% | 0.16% | +18.4% |
| Q3 2018 | $291,000 | 0.0% | 9,462 | 0.0% | 0.14% | -15.0% |
| Q2 2018 | $291,000 | 0.0% | 9,462 | 0.0% | 0.16% | -38.5% |
| Q1 2018 | $291,000 | +0.3% | 9,462 | 0.0% | 0.26% | +34.0% |
| Q4 2017 | $290,000 | – | 9,462 | – | 0.19% | – |
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% |