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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $449,000 | 0.0% | 14,615 | 0.0% | 0.07% | +26.9% |
| Q2 2023 | $449,000 | -3.2% | 14,615 | -4.2% | 0.05% | -10.3% |
| Q1 2023 | $464,000 | 0.0% | 15,260 | 0.0% | 0.06% | -13.4% |
| Q4 2022 | $464,000 | -11.8% | 15,260 | -12.1% | 0.07% | -24.7% |
| Q3 2022 | $526,000 | +0.6% | 17,361 | 0.0% | 0.09% | -6.3% |
| Q2 2022 | $523,000 | -0.9% | 17,361 | +0.2% | 0.10% | +11.8% |
| Q1 2022 | $528,000 | +6.2% | 17,329 | +6.6% | 0.08% | +10.4% |
| Q4 2021 | $497,000 | +2.5% | 16,262 | +2.9% | 0.08% | -2.5% |
| Q3 2021 | $485,000 | +7.1% | 15,804 | +6.9% | 0.08% | +17.9% |
| Q2 2021 | $453,000 | +55.1% | 14,787 | +55.4% | 0.07% | +34.0% |
| Q1 2021 | $292,000 | – | 9,517 | – | 0.05% | – |
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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% |