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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | -99.2% | 33 | -99.1% | 0.00% | -99.1% |
| Q4 2019 | $118,000 | -58.7% | 3,842 | -58.6% | 0.11% | -38.7% |
| Q3 2019 | $286,000 | -22.9% | 9,289 | -23.2% | 0.17% | -14.4% |
| Q2 2019 | $371,000 | -45.8% | 12,088 | -45.8% | 0.20% | -44.0% |
| Q1 2019 | $685,000 | -0.6% | 22,300 | -1.8% | 0.36% | +2.8% |
| Q4 2018 | $689,000 | -9.9% | 22,698 | -8.6% | 0.35% | -0.3% |
| Q3 2018 | $765,000 | -0.9% | 24,833 | -1.0% | 0.35% | -7.1% |
| Q2 2018 | $772,000 | +35.0% | 25,091 | +34.8% | 0.38% | +34.9% |
| Q1 2018 | $572,000 | +50.5% | 18,613 | +50.4% | 0.28% | +57.0% |
| Q4 2017 | $380,000 | – | 12,375 | – | 0.18% | – |
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% |