SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 297 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,086,717 | +1.1% | 67,927 | +1.0% | 0.56% | +14.3% |
| Q2 2023 | $2,064,700 | +1.6% | 67,276 | +0.7% | 0.49% | +1.2% |
| Q1 2023 | $2,033,059 | -0.2% | 66,811 | -0.4% | 0.48% | -4.0% |
| Q4 2022 | $2,037,710 | -15.4% | 67,052 | -15.7% | 0.50% | -23.6% |
| Q3 2022 | $2,410,000 | +1.0% | 79,532 | +0.4% | 0.66% | +5.8% |
| Q2 2022 | $2,385,000 | -1.8% | 79,203 | -0.6% | 0.62% | +21.2% |
| Q1 2022 | $2,429,000 | +60.9% | 79,652 | +60.7% | 0.52% | +137.3% |
| Q2 2021 | $1,510,000 | -64.6% | 49,553 | -4.5% | 0.22% | -83.7% |
| Q3 2020 | $4,268,000 | -41.2% | 51,914 | +6.8% | 1.33% | -71.9% |
| Q1 2020 | $7,264,000 | +432.2% | 48,591 | +9.5% | 4.73% | +759.3% |
| Q3 2019 | $1,365,000 | +8.8% | 44,390 | +8.7% | 0.55% | +6.2% |
| Q2 2019 | $1,255,000 | +4.8% | 40,835 | +4.7% | 0.52% | +4.0% |
| Q1 2019 | $1,198,000 | +8.2% | 39,010 | +7.0% | 0.50% | -2.4% |
| Q4 2018 | $1,107,000 | – | 36,458 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HARBOR ADVISORY CORP /MA/ | 557,020 | $17,134,000 | 14.96% |
| MFA WEALTH ADVISORS, LLC | 420,169 | $12,924,000 | 10.52% |
| Tillar-Wenstrup Advisors, LLC | 534,403 | $16,438,000 | 9.53% |
| Alliance Wealth Management Group | 609,971 | $18,763,000 | 9.02% |
| Eagle Capital Management, LLC | 521,355 | $16,037,000 | 9.00% |
| Merit Financial Group, LLC | 2,602,554 | $80,055,000 | 8.75% |
| UBP Investment Advisors SA | 338,261 | $10,405,000 | 8.45% |
| MCF Advisors LLC | 1,591,730 | $48,962,000 | 7.97% |
| Avantax Planning Partners, Inc. | 3,664,387 | $112,717,000 | 6.92% |
| FLC Capital Advisors | 507,353 | $15,606,000 | 6.62% |