SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 83 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $232,428 | +6.0% | 2,747 | +8.6% | 0.00% | – |
| Q1 2023 | $219,236 | +8.1% | 2,529 | +2.3% | 0.00% | – |
| Q4 2022 | $202,801 | -35.0% | 2,473 | -32.6% | 0.00% | – |
| Q3 2022 | $312,000 | +33.3% | 3,671 | +22.4% | 0.00% | – |
| Q2 2022 | $234,000 | +7.3% | 2,999 | +23.5% | 0.00% | – |
| Q1 2022 | $218,000 | +1.4% | 2,429 | +6.3% | 0.00% | – |
| Q3 2021 | $215,000 | -13.0% | 2,284 | -2.0% | 0.00% | – |
| Q2 2021 | $247,000 | -12.1% | 2,331 | -5.3% | 0.00% | – |
| Q1 2021 | $281,000 | – | 2,462 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 51,967 | $4,261,614 | 2.40% |
| Stonebridge Financial Planning Group, LLC | 13,209 | $1,083,235 | 0.72% |
| Seven Springs Wealth Group, LLC | 15,649 | $1,283,312 | 0.62% |
| WealthCare Investment Partners, LLC | 11,041 | $905,423 | 0.62% |
| Exchange Capital Management, Inc. | 26,916 | $2,207,268 | 0.48% |
| Eagle Strategies LLC | 18,784 | $1,540,468 | 0.46% |
| Better Money Decisions, LLC | 4,198 | $344,233 | 0.30% |
| Founders Capital Management | 4,481 | $367 | 0.28% |
| Concord Wealth Partners | 10,300 | $844,634 | 0.25% |
| USAdvisors Wealth Management, LLC | 6,259 | $513 | 0.25% |