Capital Analysts, LLC - SPDR SER TR ownership

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
Capital Analysts, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2020$3,0000.0%1140.0%0.00%
Q1 2020$3,000
-88.0%
114
-86.1%
0.00%
-100.0%
Q4 2019$25,0000.0%8230.0%0.00%
-33.3%
Q3 2019$25,000
-39.0%
823
-37.6%
0.00%
-25.0%
Q2 2019$41,000
+105.0%
1,318
+93.5%
0.00%
+100.0%
Q1 2019$20,000
-98.4%
681
-98.3%
0.00%
-98.8%
Q4 2018$1,235,000
-91.9%
40,653
+3998.1%
0.16%
+8000.0%
Q3 2018$15,286,0009920.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
VALLEY NATIONAL BANCORP 121,144$3,713,0004.36%
New England Private Wealth Advisors LLC 106,243$3,257,0001.34%
BANK OF THE WEST 179,748$5,511,0000.86%
AVITY INVESTMENT MANAGEMENT INC. 98,695$3,026,0000.52%
Strategic Capital Group LLC 31,684$971,0000.30%
RAYMOND JAMES & ASSOCIATES 1,448,312$44,406,0000.27%
Coastline Trust Co 33,450$1,026,0000.27%
AGF INVESTMENTS INC. 601,200$18,441,0000.18%
COURIER CAPITAL LLC 28,900$886,0000.18%
Freedom Investment Management, Inc. 19,438$596,0000.10%
View complete list of SPDR SER TR shareholders