Disciplined Investments, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 339 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$2,240
-54.6%
73
-54.9%
0.00%
-50.0%
Q1 2023$4,930
-20.1%
162
-20.2%
0.00%
-33.3%
Q4 2022$6,169
-76.3%
203
-75.9%
0.00%
-75.0%
Q3 2022$26,000
-13.3%
842
-14.3%
0.01%
-14.3%
Q2 2022$30,000
-50.0%
982
-50.4%
0.01%
+16.7%
Q1 2022$60,000
+87.5%
1,978
+89.5%
0.01%
-14.3%
Q4 2021$32,0000.0%1,044
+0.2%
0.01%
-12.5%
Q3 2021$32,0000.0%1,042
+0.3%
0.02%0.0%
Q2 2021$32,000
+3.2%
1,039
+1.5%
0.02%
-11.1%
Q1 2021$31,000
-8.8%
1,024
-8.4%
0.02%
-21.7%
Q4 2020$34,0000.0%1,118
-0.7%
0.02%
-8.0%
Q3 2020$34,0000.0%1,126
+0.7%
0.02%
-3.8%
Q2 2020$34,000
+61.9%
1,118
+58.4%
0.03%
+30.0%
Q1 2020$21,000
+23.5%
706
+30.0%
0.02%
+42.9%
Q4 2019$17,0005430.01%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
VALLEY NATIONAL BANCORP 121,144$3,713,0004.36%
New England Private Wealth Advisors LLC 106,243$3,257,0001.34%
BANK OF THE WEST 179,748$5,511,0000.86%
AVITY INVESTMENT MANAGEMENT INC. 98,695$3,026,0000.52%
Strategic Capital Group LLC 31,684$971,0000.30%
RAYMOND JAMES & ASSOCIATES 1,448,312$44,406,0000.27%
Coastline Trust Co 33,450$1,026,0000.27%
AGF INVESTMENTS INC. 601,200$18,441,0000.18%
COURIER CAPITAL LLC 28,900$886,0000.18%
Freedom Investment Management, Inc. 19,438$596,0000.10%
View complete list of SPDR SER TR shareholders