SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 283 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $361,000 | -61.0% | 12,000 | -60.5% | 0.28% | -49.7% |
| Q1 2022 | $926,000 | +16.9% | 30,385 | +17.4% | 0.56% | +23.8% |
| Q4 2021 | $792,000 | -0.3% | 25,885 | -0.1% | 0.45% | -6.2% |
| Q3 2021 | $794,000 | 0.0% | 25,911 | 0.0% | 0.48% | -2.8% |
| Q2 2021 | $794,000 | +56.9% | 25,911 | +56.9% | 0.49% | +39.9% |
| Q1 2021 | $506,000 | +27.1% | 16,511 | 0.0% | 0.35% | +20.1% |
| Q4 2020 | $398,000 | – | 16,511 | – | 0.29% | – |
Download | ||||||
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% |