Foresight Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 263 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Foresight Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$269,000
-25.7%
8,873
-26.1%
0.06%
-17.3%
Q2 2022$362,000
+45.4%
12,011
+47.1%
0.08%
+63.0%
Q1 2022$249,000
-1.2%
8,167
-0.7%
0.05%
+1433.3%
Q4 2021$252,000
-8.0%
8,227
-8.0%
0.00%
-94.5%
Q3 2021$274,000
-26.1%
8,944
-26.2%
0.06%
-32.9%
Q2 2021$371,000
-43.9%
12,119
-43.8%
0.08%
-51.2%
Q1 2021$661,000
-0.5%
21,581
-0.6%
0.17%
-4.5%
Q4 2020$664,000
+186.2%
21,704
+186.1%
0.18%
+125.6%
Q3 2020$232,000
-36.4%
7,586
-36.7%
0.08%
-53.0%
Q2 2020$365,000
+14.8%
11,982
+10.8%
0.17%
-24.2%
Q1 2020$318,000
-6.2%
10,817
-2.0%
0.22%
+4.8%
Q4 2019$339,000
+14.9%
11,034
+15.1%
0.21%
-1.9%
Q3 2019$295,000
-35.4%
9,586
-35.5%
0.21%
-38.3%
Q2 2019$457,000
+19.9%
14,858
+19.7%
0.34%
+4.2%
Q1 2019$381,000
+7.6%
12,408
+6.5%
0.33%
-12.0%
Q4 2018$354,00011,6520.38%
Other shareholders
SPDR SER TR shareholders Q2 2020
NameSharesValueWeighting ↓
Davidson Capital Management Inc. 2,116,379$64,528,00024.06%
MFA WEALTH ADVISORS, LLC 954,262$29,096,0009.28%
Aurora Private Wealth, Inc. 713,038$21,741,0008.95%
Orca Investment Management, LLC 359,887$10,973,0008.95%
Eagle Capital Management, LLC 782,990$23,873,0008.89%
CEERA INVESTMENTS, LLC 473,139$14,426,0007.19%
Iron Horse Wealth Management, LLC 404,279$12,326,0006.76%
Financial Guidance Group, Inc. 322,535$9,834,0006.76%
TERRIL BROTHERS, INC. 1,063,984$32,441,0006.62%
Treasure Coast Financial Planning 272,197$8,299,0006.36%
View complete list of SPDR SER TR shareholders