SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 145 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,524,000 | -3.2% | 49,996 | -2.9% | 0.80% | -3.7% |
| Q4 2021 | $1,574,000 | +59.8% | 51,471 | +60.1% | 0.83% | +40.9% |
| Q3 2021 | $985,000 | +105.6% | 32,140 | +105.9% | 0.59% | +34.9% |
| Q2 2019 | $479,000 | -92.9% | 15,608 | -92.9% | 0.44% | -92.5% |
| Q1 2019 | $6,758,000 | -39.0% | 220,136 | -39.7% | 5.87% | -43.8% |
| Q4 2018 | $11,087,000 | -3.6% | 365,063 | -2.3% | 10.44% | +15.9% |
| Q3 2018 | $11,506,000 | +36.1% | 373,700 | +35.9% | 9.01% | +31.1% |
| Q2 2018 | $8,455,000 | +98.0% | 274,959 | +97.9% | 6.87% | +92.4% |
| Q1 2018 | $4,270,000 | +132.8% | 138,938 | +132.3% | 3.57% | +127.6% |
| Q4 2017 | $1,834,000 | – | 59,799 | – | 1.57% | – |
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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% |