Creative Planning - SPDR SER TR ownership

SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 254 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$9,698,796
+76.7%
315,716
+76.6%
0.01%
+85.7%
Q2 2023$5,487,618
-1.5%
178,808
-2.3%
0.01%
-12.5%
Q1 2023$5,570,364
-6.1%
183,055
-6.2%
0.01%
-11.1%
Q4 2022$5,931,824
-13.6%
195,190
-13.8%
0.01%
-25.0%
Q3 2022$6,863,000
-4.1%
226,487
-4.7%
0.01%0.0%
Q2 2022$7,153,000
-7.3%
237,549
-6.1%
0.01%0.0%
Q1 2022$7,716,000
+857.3%
253,063
+861.6%
0.01%
+500.0%
Q1 2021$806,000
-20.9%
26,317
-21.0%
0.00%0.0%
Q4 2020$1,019,000
+51.4%
33,296
+51.3%
0.00%0.0%
Q3 2020$673,000
-0.6%
22,001
-1.0%
0.00%0.0%
Q2 2020$677,000
-16.3%
22,225
-19.3%
0.00%
-33.3%
Q1 2020$809,000
-28.1%
27,534
-24.8%
0.00%0.0%
Q4 2019$1,125,000
+39.1%
36,611
+39.2%
0.00%0.0%
Q3 2019$809,000
+1.4%
26,292
+1.3%
0.00%0.0%
Q2 2019$798,000
+4.2%
25,963
+4.1%
0.00%0.0%
Q1 2019$766,000
-9.2%
24,943
-10.2%
0.00%0.0%
Q4 2018$844,000
-17.3%
27,778
-16.2%
0.00%
-25.0%
Q3 2018$1,021,000
+26.2%
33,152
+25.9%
0.00%
+33.3%
Q2 2018$809,000
+1226.2%
26,325
+1216.2%
0.00%
Q2 2017$61,0000.0%2,0000.0%0.00%
Q1 2017$61,0000.0%2,0000.0%0.00%
Q4 2016$61,0000.0%2,0000.0%0.00%
Q3 2016$61,0002,0000.00%
Other shareholders
SPDR SER TR shareholders Q3 2018
NameSharesValueWeighting ↓
HARBOR ADVISORY CORP /MA/ 557,020$17,134,00014.96%
MFA WEALTH ADVISORS, LLC 420,169$12,924,00010.52%
Tillar-Wenstrup Advisors, LLC 534,403$16,438,0009.53%
Alliance Wealth Management Group 609,971$18,763,0009.02%
Eagle Capital Management, LLC 521,355$16,037,0009.00%
Merit Financial Group, LLC 2,602,554$80,055,0008.75%
UBP Investment Advisors SA 338,261$10,405,0008.45%
MCF Advisors LLC 1,591,730$48,962,0007.97%
Avantax Planning Partners, Inc. 3,664,387$112,717,0006.92%
FLC Capital Advisors 507,353$15,606,0006.62%
View complete list of SPDR SER TR shareholders