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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,913 | -26.3% | 3,690 | -7.5% | 0.02% | -25.8% |
| Q2 2023 | $337,594 | -2.4% | 3,990 | 0.0% | 0.03% | -11.4% |
| Q1 2023 | $345,886 | +17.5% | 3,990 | +11.1% | 0.04% | +12.9% |
| Q4 2022 | $294,402 | -3.5% | 3,590 | 0.0% | 0.03% | -8.8% |
| Q3 2022 | $305,000 | +19.6% | 3,590 | +9.6% | 0.03% | +25.9% |
| Q2 2022 | $255,000 | – | 3,275 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 50,876 | $4,322,000 | 2.65% |
| WealthCare Investment Partners, LLC | 11,669 | $991,000 | 0.82% |
| Eagle Strategies LLC | 18,231 | $1,549,000 | 0.81% |
| Stonebridge Financial Planning Group, LLC | 12,587 | $1,069,000 | 0.75% |
| Seven Springs Wealth Group, LLC | 15,649 | $1,330,000 | 0.72% |
| Exchange Capital Management, Inc. | 27,039 | $2,297,000 | 0.53% |
| Founders Capital Management | 6,227 | $529,000 | 0.43% |
| Better Money Decisions, LLC | 4,225 | $359,000 | 0.35% |
| Concord Wealth Partners | 9,518 | $809,000 | 0.26% |
| USAdvisors Wealth Management, LLC | 5,557 | $472,000 | 0.24% |