SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 260 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $214,000 | -25.4% | 7,029 | -25.1% | 0.10% | -36.3% |
| Q4 2020 | $287,000 | +5.5% | 9,384 | +5.5% | 0.16% | -4.8% |
| Q3 2020 | $272,000 | -15.8% | 8,891 | -16.1% | 0.16% | -18.7% |
| Q2 2020 | $323,000 | +46.2% | 10,598 | +40.9% | 0.20% | +24.5% |
| Q1 2020 | $221,000 | -1.8% | 7,521 | +2.7% | 0.16% | -20.5% |
| Q4 2019 | $225,000 | – | 7,325 | – | 0.20% | – |
Download | ||||||
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% |