SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 279 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $522 | -69.7% | 17,010 | -69.8% | 0.04% | -11.6% |
| Q2 2023 | $1,723 | +110.9% | 56,389 | +109.9% | 0.04% | +7.5% |
| Q1 2023 | $817 | -39.5% | 26,861 | -39.6% | 0.04% | -45.9% |
| Q4 2022 | $1,351 | -99.9% | 44,485 | +1.7% | 0.07% | -7.5% |
| Q3 2022 | $1,325,000 | +29.5% | 43,725 | +28.7% | 0.08% | +45.5% |
| Q2 2022 | $1,023,000 | +56.2% | 33,981 | +58.3% | 0.06% | +61.8% |
| Q1 2022 | $655,000 | +149.0% | 21,471 | +149.8% | 0.03% | +161.5% |
| Q4 2021 | $263,000 | +28.3% | 8,594 | +27.9% | 0.01% | -53.6% |
| Q3 2020 | $205,000 | – | 6,721 | – | 0.03% | – |
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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% |