SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 83 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,113,000 | -10.5% | 10,519 | -3.6% | 0.58% | +9.4% |
| Q1 2021 | $1,244,000 | +20.0% | 10,914 | +14.0% | 0.53% | +8.8% |
| Q4 2020 | $1,037,000 | +88.5% | 9,573 | +26.9% | 0.49% | +72.7% |
| Q3 2020 | $550,000 | +116.5% | 7,543 | +46.8% | 0.28% | +108.9% |
| Q2 2020 | $254,000 | +57.8% | 5,138 | +17.8% | 0.14% | +32.4% |
| Q1 2020 | $161,000 | +15.8% | 4,362 | +44.5% | 0.10% | +64.5% |
| Q4 2019 | $139,000 | – | 3,019 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 59,639 | $4,935,000 | 2.81% |
| WealthCare Investment Partners, LLC | 13,300 | $1,037,000 | 0.89% |
| Seven Springs Wealth Group, LLC | 15,422 | $1,203,000 | 0.60% |
| Eagle Strategies LLC | 17,787 | $1,387,000 | 0.51% |
| Exchange Capital Management, Inc. | 27,431 | $2,139,000 | 0.47% |
| Founders Capital Management | 6,322 | $493,000 | 0.39% |
| Stonebridge Financial Planning Group, LLC | 6,198 | $483,000 | 0.33% |
| Better Money Decisions, LLC | 4,214 | $329,000 | 0.28% |
| USAdvisors Wealth Management, LLC | 5,687 | $444,000 | 0.22% |
| Concord Wealth Partners | 9,715 | $758,000 | 0.21% |