SageView Advisory Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 304 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.6%.

Quarter-by-quarter ownership
SageView Advisory Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,564,063
-1.0%
246,226
-1.1%
0.43%
+1.9%
Q2 2023$7,640,155
-3.6%
248,946
-4.4%
0.42%
-15.8%
Q1 2023$7,922,802
-16.7%
260,362
-16.8%
0.50%
-34.7%
Q4 2022$9,513,349313,0420.77%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Astor Investment Management LLC 977,990$30,043,85811.31%
Fortitude Advisory Group L.L.C. 483,843$14,863,64410.05%
MFA WEALTH ADVISORS, LLC 1,048,544$32,211,27910.00%
Donoghue Forlines LLC 683,261$20,989,7787.47%
Ameliora Wealth Management Ltd. 326,575$10,032,3845.95%
Providence First Trust Co 344,678$10,588,5085.91%
Cedar Mountain Advisors, LLC 567,653$17,438,3005.14%
Towercrest Capital Management 824,873$25,340,1124.93%
Cornerstone Management, Inc. 588,830$18,088,8584.83%
WESCAP Management Group, Inc. 434,481$13,347,2644.75%
View complete list of SPDR SER TR shareholders