SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 330 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $283,115 | -21.3% | 9,225 | -21.9% | 0.16% | -28.8% |
| Q1 2023 | $359,530 | -93.0% | 11,815 | -93.0% | 0.23% | -92.9% |
| Q4 2022 | $5,129,680 | -25.7% | 168,795 | -26.0% | 3.24% | -29.3% |
| Q3 2022 | $6,908,000 | -46.5% | 227,995 | -46.8% | 4.59% | -37.8% |
| Q2 2022 | $12,905,000 | -10.5% | 428,595 | -9.4% | 7.38% | +2.6% |
| Q1 2022 | $14,426,000 | +31.6% | 473,139 | +32.0% | 7.19% | +26.5% |
| Q4 2021 | $10,964,000 | +5.9% | 358,419 | +6.1% | 5.68% | -0.2% |
| Q3 2021 | $10,358,000 | – | 337,825 | – | 5.69% | – |
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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% |