SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,921,044 | +0.1% | 62,534 | 0.0% | 0.23% | -0.9% |
| Q2 2023 | $1,919,168 | +0.9% | 62,534 | 0.0% | 0.23% | -2.5% |
| Q1 2023 | $1,902,910 | +0.1% | 62,534 | 0.0% | 0.24% | -7.8% |
| Q4 2022 | $1,900,408 | +0.3% | 62,534 | 0.0% | 0.26% | -6.2% |
| Q3 2022 | $1,895,000 | +0.6% | 62,534 | 0.0% | 0.28% | -3.5% |
| Q2 2022 | $1,883,000 | -1.3% | 62,534 | 0.0% | 0.28% | +3.3% |
| Q1 2022 | $1,907,000 | -0.3% | 62,534 | 0.0% | 0.28% | +8.2% |
| Q4 2021 | $1,913,000 | -0.2% | 62,534 | 0.0% | 0.26% | -3.0% |
| Q3 2021 | $1,917,000 | +16.4% | 62,534 | +16.4% | 0.26% | +8.7% |
| Q2 2021 | $1,647,000 | +10.3% | 53,734 | +10.3% | 0.24% | +12.0% |
| Q1 2021 | $1,493,000 | +6.7% | 48,734 | +6.6% | 0.22% | -1.4% |
| Q4 2020 | $1,399,000 | – | 45,734 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HARBOR ADVISORY CORP /MA/ | 557,020 | $17,134,000 | 14.96% |
| MFA WEALTH ADVISORS, LLC | 420,169 | $12,924,000 | 10.52% |
| Tillar-Wenstrup Advisors, LLC | 534,403 | $16,438,000 | 9.53% |
| Alliance Wealth Management Group | 609,971 | $18,763,000 | 9.02% |
| Eagle Capital Management, LLC | 521,355 | $16,037,000 | 9.00% |
| Merit Financial Group, LLC | 2,602,554 | $80,055,000 | 8.75% |
| UBP Investment Advisors SA | 338,261 | $10,405,000 | 8.45% |
| MCF Advisors LLC | 1,591,730 | $48,962,000 | 7.97% |
| Avantax Planning Partners, Inc. | 3,664,387 | $112,717,000 | 6.92% |
| FLC Capital Advisors | 507,353 | $15,606,000 | 6.62% |