Bay Harbor Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 341 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$63,000
+5.0%
2,094
+6.5%
0.03%
+16.7%
Q1 2022$60,000
-77.4%
1,967
-77.4%
0.02%
-80.2%
Q4 2020$266,000
-35.6%
8,694
-35.7%
0.12%
-41.3%
Q3 2020$413,000
-9.2%
13,517
-9.5%
0.21%
-15.2%
Q2 2020$455,000
+69.1%
14,943
+63.1%
0.24%
+49.1%
Q1 2020$269,000
-7.9%
9,163
-3.6%
0.16%
+3.2%
Q4 2019$292,000
-0.3%
9,505
-0.1%
0.16%
-9.7%
Q3 2019$293,000
-3.3%
9,515
-3.3%
0.18%
-6.9%
Q2 2019$303,000
-0.3%
9,844
-0.7%
0.19%
-9.2%
Q1 2019$304,0009,9170.21%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
UBP Investment Advisors SA 585,468$17,940,0007.33%
Avantax Planning Partners, Inc. 4,460,888$136,682,0007.05%
Eagle Capital Management, LLC 739,060$22,645,0006.92%
WJ Wealth Management, LLC 67,100$2,056,0006.39%
Alliance Wealth Management Group 504,361$15,454,0005.83%
COWA, LLC 308,572$9,450,0005.67%
WESCAP Management Group, Inc. 636,444$19,500,0005.39%
HARBOR ADVISORY CORP /MA/ 442,047$13,544,0005.38%
MCF Advisors LLC 1,248,596$38,257,0004.31%
Towercrest Capital Management 635,795$19,481,0004.17%
View complete list of SPDR SER TR shareholders