SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 278 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $283,000 | +2.9% | 9,201 | +2.9% | 0.05% | -1.9% |
| Q3 2019 | $275,000 | -35.9% | 8,940 | -35.9% | 0.05% | -36.5% |
| Q2 2019 | $429,000 | +11.7% | 13,945 | +11.3% | 0.08% | +13.3% |
| Q1 2019 | $384,000 | +6.7% | 12,533 | +5.7% | 0.08% | -3.8% |
| Q4 2018 | $360,000 | +70.6% | 11,855 | +73.3% | 0.08% | +110.8% |
| Q3 2018 | $211,000 | +37.0% | 6,840 | +36.7% | 0.04% | +37.0% |
| Q2 2018 | $154,000 | +113.9% | 5,003 | +112.1% | 0.03% | +107.7% |
| Q1 2018 | $72,000 | – | 2,359 | – | 0.01% | – |
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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% |