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 50,876$4,322,0002.65%
WealthCare Investment Partners, LLC 11,669$991,0000.82%
Eagle Strategies LLC 18,231$1,549,0000.81%
Stonebridge Financial Planning Group, LLC 12,587$1,069,0000.75%
Seven Springs Wealth Group, LLC 15,649$1,330,0000.72%
Exchange Capital Management, Inc. 27,039$2,297,0000.53%
Founders Capital Management 6,227$529,0000.43%
Better Money Decisions, LLC 4,225$359,0000.35%
Concord Wealth Partners 9,518$809,0000.26%
USAdvisors Wealth Management, LLC 5,557$472,0000.24%
View complete list of SPDR SER TR shareholders