SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 295 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,651,318 | -17.0% | 86,306 | -17.0% | 0.06% | -19.7% |
| Q2 2023 | $3,192,505 | -5.4% | 104,024 | -6.2% | 0.07% | -10.1% |
| Q1 2023 | $3,373,990 | -72.5% | 110,877 | -72.5% | 0.08% | -77.8% |
| Q4 2022 | $12,266,099 | +16254.8% | 403,623 | +16340.9% | 0.36% | +5833.3% |
| Q2 2019 | $75,000 | +108.3% | 2,455 | +112.2% | 0.01% | +20.0% |
| Q1 2019 | $36,000 | -25.0% | 1,157 | -26.7% | 0.01% | -37.5% |
| Q4 2018 | $48,000 | -76.0% | 1,579 | -75.7% | 0.01% | -81.0% |
| Q2 2018 | $200,000 | 0.0% | 6,500 | 0.0% | 0.04% | -4.5% |
| Q1 2018 | $200,000 | -22.8% | 6,500 | -23.1% | 0.04% | +46.7% |
| Q4 2017 | $259,000 | +29.5% | 8,450 | +30.0% | 0.03% | -50.0% |
| Q2 2017 | $200,000 | – | 6,500 | – | 0.06% | – |
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% |