BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 79 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$675
-20.2%
100.0%0.00%
Q2 2023$846
-95.4%
10
-95.2%
0.00%
-100.0%
Q1 2023$18,205
+2.3%
210
-3.2%
0.01%
-16.7%
Q4 2022$17,795
-49.2%
217
-48.0%
0.01%
-53.8%
Q3 2022$35,000
+3400.0%
417
+2352.9%
0.01%
Q2 2022$1,000
-50.0%
170.0%0.00%
-100.0%
Q1 2022$2,000
-33.3%
17
-50.0%
0.00%0.0%
Q4 2021$3,000340.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 57,736$3,894,6522.12%
Seven Springs Wealth Group, LLC 13,812$931,7040.45%
WealthCare Investment Partners, LLC 11,183$724,5770.44%
Exchange Capital Management, Inc. 28,922$1,950,9610.37%
USAdvisors Wealth Management, LLC 8,259$5570.25%
Better Money Decisions, LLC 3,969$267,7110.24%
Phoenix Wealth Advisors 4,358$293,9740.17%
Independent Wealth Network Inc. 3,790$255,6590.16%
CreativeOne Wealth, LLC 28,227$1,9040.14%
Nalls Sherbakoff Group, LLC 2,054$138,5770.14%
View complete list of SPDR SER TR shareholders