SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,387,319 | +37.9% | 77,712 | +37.8% | 0.82% | +51.8% |
| Q2 2023 | $1,731,234 | -10.2% | 56,410 | -11.0% | 0.54% | -11.1% |
| Q1 2023 | $1,927,839 | -96.0% | 63,353 | -96.0% | 0.61% | -97.3% |
| Q4 2022 | $47,657,815 | +131.6% | 1,568,207 | +130.9% | 22.19% | +163.3% |
| Q3 2022 | $20,576,000 | -5.5% | 679,084 | -6.1% | 8.43% | +3.6% |
| Q2 2022 | $21,781,000 | +27.2% | 723,383 | +28.8% | 8.14% | +193.1% |
| Q1 2022 | $17,128,000 | – | 561,754 | – | 2.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HARBOR ADVISORY CORP /MA/ | 557,020 | $17,134,000 | 14.96% |
| MFA WEALTH ADVISORS, LLC | 420,169 | $12,924,000 | 10.52% |
| Tillar-Wenstrup Advisors, LLC | 534,403 | $16,438,000 | 9.53% |
| Alliance Wealth Management Group | 609,971 | $18,763,000 | 9.02% |
| Eagle Capital Management, LLC | 521,355 | $16,037,000 | 9.00% |
| Merit Financial Group, LLC | 2,602,554 | $80,055,000 | 8.75% |
| UBP Investment Advisors SA | 338,261 | $10,405,000 | 8.45% |
| MCF Advisors LLC | 1,591,730 | $48,962,000 | 7.97% |
| Avantax Planning Partners, Inc. | 3,664,387 | $112,717,000 | 6.92% |
| FLC Capital Advisors | 507,353 | $15,606,000 | 6.62% |