Dynamic Advisor Solutions LLC - SPDR SER TR ownership

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
Dynamic Advisor Solutions LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$981,426
-8.8%
32,252
-9.0%
0.06%
-23.0%
Q4 2022$1,076,554
+6.1%
35,425
+5.8%
0.07%
-3.9%
Q3 2022$1,015,000
+10.8%
33,486
+10.0%
0.08%
+10.0%
Q2 2022$916,000
-92.6%
30,437
-92.5%
0.07%
-91.8%
Q1 2022$12,312,000
+3.2%
403,804
+3.5%
0.86%
+0.5%
Q4 2021$11,936,000
-0.4%
390,196
-0.2%
0.85%
-5.4%
Q3 2021$11,987,000
+7.4%
390,968
+7.4%
0.90%
+2.0%
Q2 2021$11,160,000
+0.5%
364,098
+0.5%
0.88%
-14.2%
Q1 2021$11,099,000
+2.6%
362,249
+2.4%
1.03%
+1.7%
Q4 2020$10,823,000
+14.5%
353,794
+14.4%
1.01%
-5.6%
Q3 2020$9,455,000
+22.3%
309,183
+21.9%
1.07%
+2.7%
Q2 2020$7,734,000
+60.0%
253,729
+54.3%
1.04%
+18.5%
Q1 2020$4,834,000
-0.3%
164,432
+4.2%
0.88%
+33.4%
Q4 2019$4,847,000
+7.1%
157,729
+7.2%
0.66%
-6.0%
Q3 2019$4,527,000
+15.5%
147,159
+15.4%
0.70%
+11.6%
Q2 2019$3,919,000
+4.1%
127,546
+4.1%
0.63%
-11.3%
Q1 2019$3,763,000
+7.3%
122,567
+6.9%
0.71%
-4.7%
Q4 2018$3,507,000
-13.0%
114,675
-12.4%
0.74%
-10.9%
Q3 2018$4,031,000
+39.3%
130,912
+39.1%
0.84%
+27.4%
Q2 2018$2,893,000
+2.7%
94,097
+2.7%
0.66%
-9.3%
Q1 2018$2,817,000
+56.7%
91,665
+56.4%
0.72%
+22.8%
Q4 2017$1,798,00058,6080.59%
Other shareholders
SPDR SER TR shareholders Q4 2021
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