SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 297 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,431,000 | +3.0% | 46,670 | +2.9% | 0.41% | -6.0% |
| Q2 2021 | $1,389,000 | +12.6% | 45,334 | +12.6% | 0.43% | -2.9% |
| Q1 2021 | $1,234,000 | -1.0% | 40,264 | -1.1% | 0.45% | +4.2% |
| Q4 2020 | $1,246,000 | -41.6% | 40,722 | -41.6% | 0.43% | -47.4% |
| Q3 2020 | $2,132,000 | +6.9% | 69,712 | +6.5% | 0.82% | -7.3% |
| Q2 2020 | $1,995,000 | +2.6% | 65,453 | +1.5% | 0.88% | +0.1% |
| Q1 2020 | $1,945,000 | – | 64,471 | – | 0.88% | – |
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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% |