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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $209,000 | -81.7% | 6,947 | -81.4% | 0.04% | -76.5% |
| Q4 2021 | $1,142,000 | -35.0% | 37,345 | -34.9% | 0.18% | -59.4% |
| Q3 2021 | $1,758,000 | -1.3% | 57,347 | -1.3% | 0.45% | -1.7% |
| Q2 2021 | $1,781,000 | +11.6% | 58,104 | +11.6% | 0.46% | -15.8% |
| Q1 2021 | $1,596,000 | +135.7% | 52,076 | +135.1% | 0.54% | +281.1% |
| Q4 2020 | $677,000 | – | 22,146 | – | 0.14% | – |
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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% |