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 92 filers reported holding SPDR SER TR in Q1 2023. 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 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