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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $408,326 | -11.1% | 6,053 | +11.5% | 0.00% | 0.0% |
Q2 2023 | $459,400 | +7.1% | 5,430 | +9.8% | 0.00% | 0.0% |
Q1 2023 | $428,864 | +7.7% | 4,947 | +1.9% | 0.00% | 0.0% |
Q4 2022 | $398,023 | -10.6% | 4,854 | -7.2% | 0.00% | 0.0% |
Q3 2022 | $445,000 | +12.9% | 5,231 | +3.6% | 0.00% | 0.0% |
Q2 2022 | $394,000 | -12.6% | 5,047 | +0.4% | 0.00% | 0.0% |
Q1 2022 | $451,000 | -16.9% | 5,025 | -16.5% | 0.00% | 0.0% |
Q4 2021 | $543,000 | +15.3% | 6,017 | +20.1% | 0.00% | 0.0% |
Q3 2021 | $471,000 | +5.8% | 5,008 | +19.2% | 0.00% | 0.0% |
Q2 2021 | $445,000 | +772.5% | 4,203 | +834.0% | 0.00% | – |
Q1 2021 | $51,000 | – | 450 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stonehearth Capital Management, LLC | 50,876 | $4,322,000 | 2.65% |
WealthCare Investment Partners, LLC | 11,669 | $991,000 | 0.82% |
Eagle Strategies LLC | 18,231 | $1,549,000 | 0.81% |
Stonebridge Financial Planning Group, LLC | 12,587 | $1,069,000 | 0.75% |
Seven Springs Wealth Group, LLC | 15,649 | $1,330,000 | 0.72% |
Exchange Capital Management, Inc. | 27,039 | $2,297,000 | 0.53% |
Founders Capital Management | 6,227 | $529,000 | 0.43% |
Better Money Decisions, LLC | 4,225 | $359,000 | 0.35% |
Concord Wealth Partners | 9,518 | $809,000 | 0.26% |
USAdvisors Wealth Management, LLC | 5,557 | $472,000 | 0.24% |