SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 295 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $403,968 | -3.6% | 13,150 | -3.7% | 0.00% | 0.0% |
| Q2 2023 | $419,226 | +0.9% | 13,660 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $415,674 | +4.0% | 13,660 | +3.9% | 0.00% | 0.0% |
| Q4 2022 | $399,629 | +0.4% | 13,150 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $398,000 | +9850.0% | 13,150 | +10015.4% | 0.01% | – |
| Q1 2022 | $4,000 | +33.3% | 130 | +49.4% | 0.00% | – |
| Q4 2021 | $3,000 | -85.0% | 87 | -86.5% | 0.00% | – |
| Q3 2019 | $20,000 | +11.1% | 643 | +7.2% | 0.00% | – |
| Q2 2019 | $18,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q1 2019 | $18,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q4 2018 | $18,000 | – | 600 | – | 0.00% | – |
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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% |