PHILLIPS FINANCIAL MANAGEMENT, LLC - SPDR SER TR ownership

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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%.

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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$11,000–132–0.00%–
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Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Founders Capital Management 301$21,5940.02%
OPTIMUM INVESTMENT ADVISORS 350$25,1090.01%
View complete list of SPDR SER TR shareholders