Strata Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 332 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
Strata Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$426,272
-14.4%
13,935
-14.1%
0.17%
-30.0%
Q3 2023$498,156
-51.0%
16,216
-51.5%
0.24%
-54.3%
Q1 2023$1,017,184
-46.9%
33,427
-47.0%
0.52%
-50.6%
Q4 2022$1,915,11763,0181.06%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Davidson Capital Management Inc. 1,437,872$43,568,00021.35%
Astor Investment Management LLC 1,654,387$50,128,00014.33%
MFA WEALTH ADVISORS, LLC 1,022,132$30,971,00011.47%
Aurora Private Wealth, Inc. 794,298$24,067,00011.13%
Treasure Coast Financial Planning 400,106$12,123,0009.73%
Tradewinds Capital Management, LLC 679,084$20,576,0008.43%
UBP Investment Advisors SA 529,152$16,040,0008.26%
Financial Guidance Group, Inc. 327,764$9,931,0007.96%
Iron Horse Wealth Management, LLC 169,222$5,127,0007.40%
Centennial Wealth Advisory LLC 401,732$12,172,0007.15%
View complete list of SPDR SER TR shareholders