SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 64 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,008,997 | -24.7% | 14,958 | -5.5% | 0.00% | -100.0% |
| Q2 2023 | $1,339,464 | +5.9% | 15,831 | +8.5% | 0.00% | 0.0% |
| Q1 2023 | $1,264,457 | +41.2% | 14,586 | +33.6% | 0.00% | – |
| Q4 2022 | $895,320 | +30.5% | 10,918 | +35.2% | 0.00% | – |
| Q3 2022 | $686,000 | +29.9% | 8,073 | +65.5% | 0.00% | – |
| Q4 2020 | $528,000 | +2.5% | 4,878 | -31.1% | 0.00% | – |
| Q3 2020 | $515,000 | – | 7,075 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 51,967 | $4,261,614 | 2.40% |
| Stonebridge Financial Planning Group, LLC | 13,209 | $1,083,235 | 0.72% |
| Seven Springs Wealth Group, LLC | 15,649 | $1,283,312 | 0.62% |
| WealthCare Investment Partners, LLC | 11,041 | $905,423 | 0.62% |
| Exchange Capital Management, Inc. | 26,916 | $2,207,268 | 0.48% |
| Eagle Strategies LLC | 18,784 | $1,540,468 | 0.46% |
| Better Money Decisions, LLC | 4,198 | $344,233 | 0.30% |
| Founders Capital Management | 4,481 | $367 | 0.28% |
| Concord Wealth Partners | 10,300 | $844,634 | 0.25% |
| USAdvisors Wealth Management, LLC | 6,259 | $513 | 0.25% |