PHILLIPS FINANCIAL MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 2 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$8,904
-20.3%
1320.0%0.00%0.0%
Q2 2023$11,169
-2.4%
1320.0%0.00%0.0%
Q1 2023$11,443
+5.7%
1320.0%0.00%0.0%
Q4 2022$10,825
-1.6%
1320.0%0.00%0.0%
Q3 2022$11,0001320.00%
Other shareholders
SPDR SER TR shareholders Q4 2023
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