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 2022 | $486 | -99.9% | 16,000 | -15.8% | 0.27% | -19.1% |
| Q3 2022 | $576,000 | +0.7% | 19,000 | 0.0% | 0.33% | +5.4% |
| Q2 2022 | $572,000 | -1.2% | 19,000 | 0.0% | 0.31% | +18.1% |
| Q1 2022 | $579,000 | -5.4% | 19,000 | -5.0% | 0.26% | +3.5% |
| Q4 2021 | $612,000 | -0.2% | 20,000 | 0.0% | 0.26% | -10.8% |
| Q3 2021 | $613,000 | 0.0% | 20,000 | 0.0% | 0.29% | +4.0% |
| Q2 2021 | $613,000 | 0.0% | 20,000 | 0.0% | 0.28% | -7.7% |
| Q1 2021 | $613,000 | +0.2% | 20,000 | 0.0% | 0.30% | -3.2% |
| Q4 2020 | $612,000 | 0.0% | 20,000 | 0.0% | 0.31% | -9.6% |
| Q3 2020 | $612,000 | +0.3% | 20,000 | 0.0% | 0.34% | -13.4% |
| Q2 2020 | $610,000 | +3.7% | 20,000 | 0.0% | 0.40% | -16.3% |
| Q1 2020 | $588,000 | +9.3% | 20,000 | +14.3% | 0.47% | +34.1% |
| Q4 2019 | $538,000 | +5.9% | 17,500 | +6.1% | 0.35% | -4.1% |
| Q3 2019 | $508,000 | +3.3% | 16,500 | +3.1% | 0.37% | +1.4% |
| Q2 2019 | $492,000 | +0.2% | 16,000 | 0.0% | 0.36% | +0.6% |
| Q1 2019 | $491,000 | +1.0% | 16,000 | 0.0% | 0.36% | -10.2% |
| Q4 2018 | $486,000 | +31.7% | 16,000 | +33.3% | 0.40% | +58.5% |
| Q3 2018 | $369,000 | 0.0% | 12,000 | 0.0% | 0.25% | -8.3% |
| Q2 2018 | $369,000 | – | 12,000 | – | 0.28% | – |
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% |