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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $710,000 | -9.7% | 23,072 | -9.8% | 0.23% | -14.3% |
| Q2 2019 | $786,000 | -37.2% | 25,572 | -37.3% | 0.27% | -34.5% |
| Q1 2019 | $1,252,000 | -19.0% | 40,772 | -19.9% | 0.42% | -32.6% |
| Q4 2018 | $1,545,000 | +30800.0% | 50,872 | +32510.3% | 0.62% | +30700.0% |
| Q3 2018 | $5,000 | -54.5% | 156 | -58.1% | 0.00% | -60.0% |
| Q2 2018 | $11,000 | 0.0% | 372 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $11,000 | 0.0% | 372 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $11,000 | -67.6% | 372 | -66.1% | 0.01% | -68.8% |
| Q3 2017 | $34,000 | – | 1,098 | – | 0.02% | – |
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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% |