EVERMAY WEALTH MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 78 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$19,461
-2.4%
2300.0%0.00%0.0%
Q1 2023$19,939
+5.7%
2300.0%0.00%0.0%
Q4 2022$18,861
-5.7%
2300.0%0.00%0.0%
Q3 2022$20,000
+11.1%
230
-0.4%
0.00%
+33.3%
Q2 2022$18,000
-21.7%
231
-9.8%
0.00%
-25.0%
Q1 2022$23,000256
+25500.0%
0.00%
Q4 2021$0
-100.0%
1
-99.6%
0.00%
-100.0%
Q3 2021$21,000
+10.5%
226
+28.4%
0.00%0.0%
Q2 2021$19,0001760.00%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 59,639$4,935,0002.81%
WealthCare Investment Partners, LLC 13,300$1,037,0000.89%
Seven Springs Wealth Group, LLC 15,422$1,203,0000.60%
Eagle Strategies LLC 17,787$1,387,0000.51%
Exchange Capital Management, Inc. 27,431$2,139,0000.47%
Founders Capital Management 6,322$493,0000.39%
Stonebridge Financial Planning Group, LLC 6,198$483,0000.33%
Better Money Decisions, LLC 4,214$329,0000.28%
USAdvisors Wealth Management, LLC 5,687$444,0000.22%
Concord Wealth Partners 9,715$758,0000.21%
View complete list of SPDR SER TR shareholders