SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 302 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $803,000 | -34.0% | 26,116 | -34.0% | 0.10% | -42.3% |
| Q3 2019 | $1,216,000 | +60.6% | 39,540 | +60.6% | 0.18% | +52.9% |
| Q2 2019 | $757,000 | -15.9% | 24,622 | -16.0% | 0.12% | -41.4% |
| Q1 2019 | $900,000 | -77.9% | 29,304 | -78.2% | 0.20% | -82.7% |
| Q4 2018 | $4,078,000 | +25.6% | 134,282 | +27.1% | 1.17% | +116.0% |
| Q1 2018 | $3,248,000 | +1312.2% | 105,692 | +1311.7% | 0.54% | +614.5% |
| Q3 2017 | $230,000 | -93.3% | 7,487 | -93.3% | 0.08% | -93.5% |
| Q2 2017 | $3,433,000 | +5.7% | 111,731 | +5.7% | 1.17% | -2.3% |
| Q1 2017 | $3,248,000 | – | 105,692 | – | 1.20% | – |
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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% |