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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $237,000 | -16.3% | 7,749 | -16.4% | 0.12% | -22.4% |
| Q4 2020 | $283,000 | -80.2% | 9,266 | -80.1% | 0.16% | -81.9% |
| Q3 2020 | $1,427,000 | -62.3% | 46,652 | -62.4% | 0.89% | -65.2% |
| Q2 2020 | $3,782,000 | -36.0% | 124,069 | -38.2% | 2.56% | -46.4% |
| Q1 2020 | $5,905,000 | -22.3% | 200,844 | -18.8% | 4.77% | -9.9% |
| Q4 2019 | $7,604,000 | -2.1% | 247,453 | -2.0% | 5.29% | -8.8% |
| Q3 2019 | $7,769,000 | -5.8% | 252,564 | -5.9% | 5.80% | -8.5% |
| Q2 2019 | $8,250,000 | -1.8% | 268,466 | -1.9% | 6.34% | -5.4% |
| Q1 2019 | $8,403,000 | +0.5% | 273,710 | -0.6% | 6.70% | -7.3% |
| Q4 2018 | $8,363,000 | +4.2% | 275,361 | +5.6% | 7.22% | +6.8% |
| Q3 2018 | $8,027,000 | +134.9% | 260,701 | +134.6% | 6.77% | +113.2% |
| Q2 2018 | $3,417,000 | – | 111,131 | – | 3.17% | – |
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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% |