SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 323 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.88 and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |