SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 332 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,228,800 | +0.1% | 40,000 | 0.0% | 0.44% | +1.6% |
| Q2 2023 | $1,227,600 | +0.9% | 40,000 | 0.0% | 0.44% | -6.9% |
| Q1 2023 | $1,217,200 | +0.1% | 40,000 | 0.0% | 0.47% | -7.2% |
| Q4 2022 | $1,215,600 | +0.3% | 40,000 | 0.0% | 0.50% | -1.6% |
| Q3 2022 | $1,212,000 | +0.7% | 40,000 | 0.0% | 0.51% | -1.5% |
| Q2 2022 | $1,204,000 | -1.3% | 40,000 | 0.0% | 0.52% | +21.3% |
| Q1 2022 | $1,220,000 | -0.3% | 40,000 | 0.0% | 0.43% | +7.0% |
| Q4 2021 | $1,224,000 | -0.2% | 40,000 | 0.0% | 0.40% | -5.0% |
| Q3 2021 | $1,226,000 | 0.0% | 40,000 | 0.0% | 0.42% | +4.0% |
| Q2 2021 | $1,226,000 | 0.0% | 40,000 | 0.0% | 0.40% | -10.2% |
| Q1 2021 | $1,226,000 | -1.0% | 40,000 | -1.2% | 0.45% | -7.6% |
| Q4 2020 | $1,239,000 | +0.1% | 40,500 | 0.0% | 0.49% | -16.6% |
| Q3 2020 | $1,238,000 | +0.3% | 40,500 | 0.0% | 0.58% | -4.1% |
| Q2 2020 | $1,234,000 | -2.2% | 40,500 | -5.6% | 0.61% | -24.3% |
| Q1 2020 | $1,262,000 | – | 42,920 | – | 0.81% | – |
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% |