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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $308,128 | +32.8% | 10,040 | +31.7% | 0.06% | -39.8% |
| Q1 2022 | $232,000 | -9.4% | 7,625 | -8.8% | 0.10% | -12.7% |
| Q4 2021 | $256,000 | -8.6% | 8,365 | -8.3% | 0.12% | -19.2% |
| Q3 2021 | $280,000 | +1117.4% | 9,125 | +1100.7% | 0.15% | +1116.7% |
| Q2 2021 | $23,000 | 0.0% | 760 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $23,000 | – | 760 | – | 0.01% | – |
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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% |