SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 304 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $318,000 | -89.2% | 10,382 | -89.2% | 0.04% | -92.2% |
| Q2 2020 | $2,936,000 | +7.2% | 96,310 | +3.3% | 0.52% | +29.3% |
| Q1 2020 | $2,740,000 | -10.7% | 93,189 | -6.7% | 0.41% | -54.7% |
| Q4 2019 | $3,070,000 | -8.0% | 99,894 | -7.9% | 0.90% | -12.4% |
| Q3 2019 | $3,337,000 | +4.1% | 108,479 | +3.9% | 1.02% | -5.6% |
| Q2 2019 | $3,207,000 | +53.7% | 104,367 | +53.5% | 1.08% | +124.6% |
| Q1 2019 | $2,087,000 | -6.0% | 67,971 | -7.1% | 0.48% | -29.9% |
| Q4 2018 | $2,221,000 | -0.4% | 73,144 | +1.0% | 0.69% | +18.0% |
| Q3 2018 | $2,229,000 | – | 72,404 | – | 0.58% | – |
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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% |