EVERMAY WEALTH MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 79 filers reported holding SPDR SER TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 57,736$3,894,6522.12%
Seven Springs Wealth Group, LLC 13,812$931,7040.45%
WealthCare Investment Partners, LLC 11,183$724,5770.44%
Exchange Capital Management, Inc. 28,922$1,950,9610.37%
USAdvisors Wealth Management, LLC 8,259$5570.25%
Better Money Decisions, LLC 3,969$267,7110.24%
Phoenix Wealth Advisors 4,358$293,9740.17%
Independent Wealth Network Inc. 3,790$255,6590.16%
CreativeOne Wealth, LLC 28,227$1,9040.14%
Nalls Sherbakoff Group, LLC 2,054$138,5770.14%
View complete list of SPDR SER TR shareholders