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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $202,000 | -35.9% | 6,743 | -34.1% | 0.05% | -29.4% |
| Q4 2019 | $315,000 | +8.6% | 10,239 | +8.4% | 0.07% | -1.4% |
| Q3 2019 | $290,000 | -84.1% | 9,443 | -84.0% | 0.07% | -85.0% |
| Q2 2019 | $1,819,000 | -6.7% | 59,189 | -6.8% | 0.46% | -15.8% |
| Q1 2019 | $1,949,000 | -45.4% | 63,476 | -46.0% | 0.55% | -52.1% |
| Q4 2018 | $3,572,000 | +18.7% | 117,605 | +20.4% | 1.14% | +28.9% |
| Q3 2018 | $3,009,000 | -43.3% | 97,714 | -43.4% | 0.88% | -47.1% |
| Q2 2018 | $5,310,000 | +1082.6% | 172,674 | +1082.2% | 1.67% | +884.1% |
| Q1 2018 | $449,000 | – | 14,606 | – | 0.17% | – |
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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% |