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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,144 | +0.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,124 | +0.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,086 | +0.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,078 | +1.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $6,000 | -33.3% | 200 | -29.8% | 0.00% | -40.0% |
| Q3 2021 | $9,000 | -10.0% | 285 | -14.9% | 0.01% | -16.7% |
| Q2 2021 | $10,000 | 0.0% | 335 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $10,000 | 0.0% | 335 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $10,000 | 0.0% | 335 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 335 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $10,000 | 0.0% | 335 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $10,000 | 0.0% | 335 | 0.0% | 0.01% | +28.6% |
| Q4 2019 | $10,000 | 0.0% | 335 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $10,000 | -16.7% | 335 | -13.4% | 0.01% | -22.2% |
| Q2 2019 | $12,000 | 0.0% | 387 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $12,000 | -7.7% | 387 | -11.0% | 0.01% | -18.2% |
| Q4 2018 | $13,000 | 0.0% | 435 | 0.0% | 0.01% | +10.0% |
| Q3 2018 | $13,000 | 0.0% | 435 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $13,000 | -91.3% | 435 | -91.1% | 0.01% | -91.6% |
| Q1 2018 | $150,000 | -53.6% | 4,868 | -53.7% | 0.12% | -53.3% |
| Q4 2017 | $323,000 | -5.8% | 10,523 | -5.6% | 0.26% | -9.3% |
| Q3 2017 | $343,000 | 0.0% | 11,151 | 0.0% | 0.28% | -19.5% |
| Q2 2017 | $343,000 | +17.5% | 11,151 | +17.4% | 0.35% | +36.3% |
| Q1 2017 | $292,000 | +39.0% | 9,495 | +38.5% | 0.26% | +32.6% |
| Q4 2016 | $210,000 | – | 6,855 | – | 0.19% | – |
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% |