SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 330 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,424 | -99.9% | 112,653 | +3.1% | 1.79% | -20.8% |
| Q3 2022 | $3,312,000 | -3.3% | 109,308 | -3.9% | 2.26% | -5.0% |
| Q2 2022 | $3,426,000 | +257.2% | 113,792 | +262.9% | 2.38% | +287.8% |
| Q4 2021 | $959,000 | -29.3% | 31,357 | -29.1% | 0.61% | -37.9% |
| Q3 2021 | $1,357,000 | +39.9% | 44,253 | +39.7% | 0.99% | +22.0% |
| Q1 2021 | $970,000 | – | 31,668 | – | 0.81% | – |
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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% |