SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 323 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.88 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $432,255 | +3.1% | 14,071 | +3.0% | 0.22% | +6.3% |
| Q2 2023 | $419,067 | +1.8% | 13,655 | +0.9% | 0.20% | -2.8% |
| Q1 2023 | $411,632 | +8.2% | 13,527 | +8.1% | 0.21% | +7.1% |
| Q4 2022 | $380,355 | +29.8% | 12,516 | +29.5% | 0.20% | +18.7% |
| Q3 2022 | $293,000 | +11.8% | 9,663 | +10.9% | 0.17% | +16.9% |
| Q2 2022 | $262,000 | +1.9% | 8,716 | +3.6% | 0.14% | +14.5% |
| Q1 2022 | $257,000 | – | 8,417 | – | 0.12% | – |
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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% |