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 ↓
UBP Investment Advisors SA 585,468$17,940,0007.33%
Avantax Planning Partners, Inc. 4,460,888$136,682,0007.05%
Eagle Capital Management, LLC 739,060$22,645,0006.92%
WJ Wealth Management, LLC 67,100$2,056,0006.39%
Alliance Wealth Management Group 504,361$15,454,0005.83%
COWA, LLC 308,572$9,450,0005.67%
WESCAP Management Group, Inc. 636,444$19,500,0005.39%
HARBOR ADVISORY CORP /MA/ 442,047$13,544,0005.38%
MCF Advisors LLC 1,248,596$38,257,0004.31%
Towercrest Capital Management 635,795$19,481,0004.17%
View complete list of SPDR SER TR shareholders