TruWealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 304 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.6%.

Quarter-by-quarter ownership
TruWealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$341,887
-15.3%
11,140
-16.0%
0.03%
-21.6%
Q1 2023$403,502
+0.1%
13,2600.0%0.04%
-5.1%
Q4 2022$402,971
+12.9%
13,260
+12.5%
0.04%
+2.6%
Q3 2022$357,000
-5.1%
11,789
-5.6%
0.04%
-5.0%
Q2 2022$376,000
+12.2%
12,493
+13.7%
0.04%
+14.3%
Q1 2022$335,00010,9830.04%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Astor Investment Management LLC 977,990$30,043,85811.31%
Fortitude Advisory Group L.L.C. 483,843$14,863,64410.05%
MFA WEALTH ADVISORS, LLC 1,048,544$32,211,27910.00%
Donoghue Forlines LLC 683,261$20,989,7787.47%
Ameliora Wealth Management Ltd. 326,575$10,032,3845.95%
Providence First Trust Co 344,678$10,588,5085.91%
Cedar Mountain Advisors, LLC 567,653$17,438,3005.14%
Towercrest Capital Management 824,873$25,340,1124.93%
Cornerstone Management, Inc. 588,830$18,088,8584.83%
WESCAP Management Group, Inc. 434,481$13,347,2644.75%
View complete list of SPDR SER TR shareholders