SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 283 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,430,309 | +1.7% | 372,080 | +1.6% | 0.02% | 0.0% |
| Q2 2023 | $11,240,561 | +3.6% | 366,261 | +2.7% | 0.02% | 0.0% |
| Q1 2023 | $10,851,166 | -6.8% | 356,594 | -6.9% | 0.02% | -5.0% |
| Q4 2022 | $11,643,254 | +2.4% | 383,128 | +2.1% | 0.02% | -9.1% |
| Q3 2022 | $11,368,000 | -11.9% | 375,184 | -12.4% | 0.02% | -8.3% |
| Q2 2022 | $12,901,000 | +4.2% | 428,447 | +5.5% | 0.02% | +20.0% |
| Q1 2022 | $12,384,000 | +0.5% | 406,150 | +0.8% | 0.02% | +5.3% |
| Q4 2021 | $12,323,000 | +2.3% | 402,833 | +2.5% | 0.02% | -5.0% |
| Q3 2021 | $12,046,000 | +25.8% | 392,883 | +25.8% | 0.02% | +25.0% |
| Q2 2021 | $9,575,000 | +1.3% | 312,399 | +1.2% | 0.02% | 0.0% |
| Q1 2021 | $9,456,000 | +8.7% | 308,625 | +8.6% | 0.02% | -5.9% |
| Q4 2020 | $8,700,000 | -6.4% | 284,122 | -6.5% | 0.02% | -15.0% |
| Q3 2020 | $9,294,000 | -1.1% | 303,942 | -1.4% | 0.02% | -4.8% |
| Q2 2020 | $9,398,000 | -3.0% | 308,339 | -6.5% | 0.02% | -19.2% |
| Q1 2020 | $9,690,000 | -22.0% | 329,608 | -18.4% | 0.03% | +4.0% |
| Q4 2019 | $12,418,000 | – | 404,095 | – | 0.02% | – |
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% |