SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $394,537 | +11.3% | 12,843 | +11.2% | 0.03% | +10.0% |
Q2 2023 | $354,500 | +0.9% | 11,551 | 0.0% | 0.03% | -9.1% |
Q1 2023 | $351,496 | +60.9% | 11,551 | +60.7% | 0.03% | +50.0% |
Q4 2022 | $218,474 | -49.9% | 7,189 | -50.0% | 0.02% | -12.0% |
Q3 2022 | $436,000 | +100.9% | 14,378 | +101.1% | 0.02% | +108.3% |
Q2 2022 | $217,000 | – | 7,148 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HARBOR ADVISORY CORP /MA/ | 557,020 | $17,134,000 | 14.96% |
MFA WEALTH ADVISORS, LLC | 420,169 | $12,924,000 | 10.52% |
Tillar-Wenstrup Advisors, LLC | 534,403 | $16,438,000 | 9.53% |
Alliance Wealth Management Group | 609,971 | $18,763,000 | 9.02% |
Eagle Capital Management, LLC | 521,355 | $16,037,000 | 9.00% |
Merit Financial Group, LLC | 2,602,554 | $80,055,000 | 8.75% |
UBP Investment Advisors SA | 338,261 | $10,405,000 | 8.45% |
MCF Advisors LLC | 1,591,730 | $48,962,000 | 7.97% |
Avantax Planning Partners, Inc. | 3,664,387 | $112,717,000 | 6.92% |
FLC Capital Advisors | 507,353 | $15,606,000 | 6.62% |