SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 339 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,731,564 | +5.0% | 56,366 | +4.9% | 1.15% | +9.4% |
| Q2 2023 | $1,649,066 | +110.9% | 53,733 | +109.2% | 1.05% | +104.7% |
| Q1 2023 | $781,777 | -0.7% | 25,691 | -0.8% | 0.51% | -4.5% |
| Q4 2022 | $787,283 | -7.5% | 25,906 | -7.7% | 0.54% | -18.5% |
| Q3 2022 | $851,000 | +0.7% | 28,080 | +0.1% | 0.66% | +7.2% |
| Q2 2022 | $845,000 | – | 28,057 | – | 0.61% | – |
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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% |