Wambolt & Associates, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 304 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.6%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$459,617
-62.4%
15,030
-62.2%
0.17%
-61.6%
Q2 2023$1,221,032
-12.2%
39,786
-13.1%
0.44%
-11.9%
Q1 2023$1,390,642
-10.1%
45,790
-10.0%
0.49%
-16.8%
Q4 2022$1,546,213
+2.0%
50,879
+1.7%
0.59%
-7.8%
Q3 2022$1,516,000
+67.9%
50,030
+66.8%
0.64%
+77.4%
Q2 2022$903,000
+37.4%
30,001
+39.3%
0.36%
+51.9%
Q1 2022$657,000
+222.1%
21,543
+222.4%
0.24%
+223.0%
Q4 2021$204,000
-0.5%
6,6830.0%0.07%
-9.8%
Q3 2021$205,0000.0%6,6830.0%0.08%
-5.7%
Q2 2021$205,0000.0%6,6830.0%0.09%
-18.7%
Q1 2021$205,0006,6830.11%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Astor Investment Management LLC 1,055,061$32,379,00010.98%
MFA WEALTH ADVISORS, LLC 1,009,251$30,973,8989.75%
Alliance Wealth Management Group 689,805$21,170,1276.88%
Ameliora Wealth Management Ltd. 278,621$8,550,8785.28%
Providence First Trust Co 303,948$9,328,1645.13%
Cedar Mountain Advisors, LLC 564,836$17,334,8174.95%
Towercrest Capital Management 846,379$25,975,3654.84%
Cornerstone Management, Inc. 602,216$18,482,0104.72%
Centennial Wealth Advisory LLC 291,592$8,948,9594.67%
WESCAP Management Group, Inc. 404,401$12,411,0764.33%
View complete list of SPDR SER TR shareholders