Center for Financial Planning, Inc. - SPDR SER TR ownership

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
Center for Financial Planning, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$9,009
+0.1%
2920.0%0.00%0.0%
Q1 2024$9,003
+0.8%
2920.0%0.00%
-50.0%
Q4 2023$8,933
-0.4%
2920.0%0.00%0.0%
Q3 2023$8,971
+0.1%
2920.0%0.00%0.0%
Q2 2023$8,962
+0.9%
2920.0%0.00%0.0%
Q1 2023$8,886
+0.1%
2920.0%0.00%0.0%
Q4 2022$8,874
-1.4%
2920.0%0.00%0.0%
Q3 2022$9,0000.0%2920.0%0.00%0.0%
Q2 2022$9,0000.0%2920.0%0.00%0.0%
Q1 2022$9,0000.0%2920.0%0.00%0.0%
Q4 2021$9,0000.0%2920.0%0.00%0.0%
Q3 2021$9,0000.0%2920.0%0.00%0.0%
Q2 2021$9,0000.0%2920.0%0.00%0.0%
Q1 2021$9,0000.0%2920.0%0.00%
-33.3%
Q4 2020$9,0000.0%2920.0%0.00%0.0%
Q3 2020$9,0000.0%2920.0%0.00%0.0%
Q2 2020$9,0000.0%2920.0%0.00%0.0%
Q1 2020$9,0000.0%2920.0%0.00%
+50.0%
Q4 2019$9,0002920.00%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 1,568,207$47,657,81522.19%
Astor Investment Management LLC 1,510,106$45,892,11414.03%
MFA WEALTH ADVISORS, LLC 972,227$29,545,97610.70%
Treasure Coast Financial Planning 430,040$13,069,0009.75%
Iron Horse Wealth Management, LLC 451,103$13,7097.40%
Centennial Wealth Advisory LLC 406,020$12,338,9416.89%
WJ Wealth Management, LLC 369,821$11,238,8926.52%
Alliance Wealth Management Group 572,193$17,388,9586.36%
Tillar-Wenstrup Advisors, LLC 364,568$11,0795.35%
Cedar Mountain Advisors, LLC 555,996$16,896,7185.30%
View complete list of SPDR SER TR shareholders