SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 276 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $618,000 | +2.8% | 20,169 | +7.1% | 0.03% | 0.0% |
| Q2 2021 | $601,000 | -99.8% | 18,826 | +62.4% | 0.03% | -6.5% |
| Q1 2021 | $355,103,000 | +42995.0% | 11,590 | -57.0% | 0.03% | -80.6% |
| Q4 2020 | $824,000 | +2.7% | 26,940 | +2.4% | 0.16% | -36.3% |
| Q3 2020 | $802,000 | 0.0% | 26,304 | 0.0% | 0.25% | +8.7% |
| Q2 2020 | $802,000 | +7.4% | 26,304 | +3.6% | 0.23% | +92.5% |
| Q1 2020 | $747,000 | +3.3% | 25,393 | +8.0% | 0.12% | -21.1% |
| Q4 2019 | $723,000 | +78.5% | 23,515 | +78.5% | 0.15% | +87.7% |
| Q3 2019 | $405,000 | +26.6% | 13,174 | +26.5% | 0.08% | +37.3% |
| Q1 2019 | $320,000 | +10.3% | 10,411 | +9.0% | 0.06% | -6.3% |
| Q4 2018 | $290,000 | – | 9,551 | – | 0.06% | – |
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% |