SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 341 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,472,923 | +5.7% | 178,155 | +5.6% | 0.16% | +9.7% |
| Q2 2023 | $5,177,067 | +5.7% | 168,689 | +4.8% | 0.14% | +0.7% |
| Q1 2023 | $4,897,497 | +9.8% | 160,943 | +9.6% | 0.14% | +3.6% |
| Q4 2022 | $4,461,647 | +667.9% | 146,813 | +665.4% | 0.14% | +590.0% |
| Q3 2022 | $581,000 | +112.0% | 19,180 | +111.0% | 0.02% | +122.2% |
| Q2 2022 | $274,000 | +201.1% | 9,090 | +203.0% | 0.01% | +200.0% |
| Q1 2022 | $91,000 | +193.5% | 3,000 | +200.0% | 0.00% | +200.0% |
| Q3 2021 | $31,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $31,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $31,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $31,000 | -31.1% | 1,000 | -31.3% | 0.00% | -50.0% |
| Q4 2019 | $45,000 | – | 1,455 | – | 0.00% | – |
Download | ||||||
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% |