BerganKDV Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 260 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$438,775
-12.2%
14,297
-13.0%
0.04%
-15.4%
Q1 2023$499,905
+13.4%
16,428
+13.3%
0.05%
+8.3%
Q4 2022$440,655
-9.0%
14,500
-9.3%
0.05%
-17.2%
Q3 2022$484,000
-21.4%
15,983
-21.9%
0.06%
-18.3%
Q2 2022$616,000
-6.8%
20,469
-5.6%
0.07%0.0%
Q1 2022$661,000
-7.0%
21,679
-6.7%
0.07%
-4.1%
Q4 2021$711,000
-10.8%
23,232
-10.6%
0.07%
-17.8%
Q3 2021$797,000
+5.3%
26,000
+5.3%
0.09%0.0%
Q2 2021$757,000
-36.9%
24,702
-36.9%
0.09%
-41.6%
Q1 2021$1,199,000
-3.4%
39,146
-3.5%
0.15%
-12.0%
Q4 2020$1,241,000
-6.8%
40,578
-6.8%
0.18%
-17.1%
Q3 2020$1,332,000
-12.7%
43,561
-12.9%
0.21%
-19.2%
Q2 2020$1,525,000
-22.2%
50,032
-25.0%
0.26%
-35.1%
Q1 2020$1,961,000
+18.1%
66,710
+23.4%
0.40%
+35.8%
Q4 2019$1,661,00054,0600.30%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Astor Investment Management LLC 1,055,061$32,379,00010.98%
MFA WEALTH ADVISORS, LLC 1,009,251$30,973,8989.75%
Alliance Wealth Management Group 689,805$21,170,1276.88%
Ameliora Wealth Management Ltd. 278,621$8,550,8785.28%
Providence First Trust Co 303,948$9,328,1645.13%
Cedar Mountain Advisors, LLC 564,836$17,334,8174.95%
Towercrest Capital Management 846,379$25,975,3654.84%
Cornerstone Management, Inc. 602,216$18,482,0104.72%
Centennial Wealth Advisory LLC 291,592$8,948,9594.67%
WESCAP Management Group, Inc. 404,401$12,411,0764.33%
View complete list of SPDR SER TR shareholders