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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,032,384 | +17.3% | 326,575 | +17.2% | 5.95% | +12.6% |
| Q2 2023 | $8,550,878 | -1.9% | 278,621 | -2.7% | 5.28% | +3.9% |
| Q1 2023 | $8,713,265 | -1.4% | 286,338 | -1.5% | 5.08% | +7.6% |
| Q4 2022 | $8,837,959 | +4.8% | 290,818 | +4.2% | 4.73% | +3.5% |
| Q3 2022 | $8,434,000 | – | 279,105 | – | 4.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Davidson Capital Management Inc. | 2,116,379 | $64,528,000 | 24.06% |
| MFA WEALTH ADVISORS, LLC | 954,262 | $29,096,000 | 9.28% |
| Aurora Private Wealth, Inc. | 713,038 | $21,741,000 | 8.95% |
| Orca Investment Management, LLC | 359,887 | $10,973,000 | 8.95% |
| Eagle Capital Management, LLC | 782,990 | $23,873,000 | 8.89% |
| CEERA INVESTMENTS, LLC | 473,139 | $14,426,000 | 7.19% |
| Iron Horse Wealth Management, LLC | 404,279 | $12,326,000 | 6.76% |
| Financial Guidance Group, Inc. | 322,535 | $9,834,000 | 6.76% |
| TERRIL BROTHERS, INC. | 1,063,984 | $32,441,000 | 6.62% |
| Treasure Coast Financial Planning | 272,197 | $8,299,000 | 6.36% |