SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 316 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 8.71 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $215,452 | +0.7% | 6,984 | -0.6% | 0.10% | +1.0% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 1,568,207 | $47,657,815 | 22.19% |
| Astor Investment Management LLC | 1,510,106 | $45,892,114 | 14.03% |
| MFA WEALTH ADVISORS, LLC | 972,227 | $29,545,976 | 10.70% |
| Treasure Coast Financial Planning | 430,040 | $13,069,000 | 9.75% |
| Iron Horse Wealth Management, LLC | 451,103 | $13,709 | 7.40% |
| Centennial Wealth Advisory LLC | 406,020 | $12,338,941 | 6.89% |
| WJ Wealth Management, LLC | 369,821 | $11,238,892 | 6.52% |
| Alliance Wealth Management Group | 572,193 | $17,388,958 | 6.36% |
| Tillar-Wenstrup Advisors, LLC | 364,568 | $11,079 | 5.35% |
| Cedar Mountain Advisors, LLC | 555,996 | $16,896,718 | 5.30% |