SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 323 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.88 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $807,967 | -15.0% | 26,301 | -15.1% | 0.02% | -24.2% |
Q2 2023 | $950,746 | +37.1% | 30,979 | +35.9% | 0.03% | +17.9% |
Q1 2023 | $693,548 | +30.1% | 22,792 | +29.9% | 0.03% | +3.7% |
Q4 2022 | $533,226 | +3.1% | 17,546 | +2.7% | 0.03% | -10.0% |
Q3 2022 | $517,000 | – | 17,078 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Davidson Capital Management Inc. | 2,162,565 | $65,115,000 | 30.75% |
MFA WEALTH ADVISORS, LLC | 984,869 | $29,655,000 | 10.83% |
Aurora Private Wealth, Inc. | 1,546,102 | $46,554,000 | 10.70% |
Orca Investment Management, LLC | 358,531 | $10,795,000 | 9.98% |
WJ Wealth Management, LLC | 440,493 | $13,265,000 | 9.43% |
Astor Investment Management LLC | 1,132,849 | $34,110,000 | 9.14% |
Treasure Coast Financial Planning | 365,236 | $10,997,000 | 8.52% |
Tradewinds Capital Management, LLC | 723,383 | $21,781,000 | 8.14% |
Financial Guidance Group, Inc. | 329,820 | $9,931,000 | 7.80% |
UBP Investment Advisors SA | 1,272,692 | $38,320,000 | 7.66% |