SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 271 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $1,661,000 | – | 54,060 | – | 0.30% | – |
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% |