Archford Capital Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 2 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Archford Capital Strategies, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$461,422
-22.0%
6,840
+0.0%
0.09%
-17.9%
Q2 2023$591,301
+1.7%
6,838
-2.7%
0.11%
-7.4%
Q1 2023$581,162
+1.6%
7,025
+0.7%
0.12%
-7.6%
Q4 2022$571,867
-9.5%
6,973
-6.2%
0.13%
-19.6%
Q3 2022$632,0007,4330.16%
Other shareholders
SPDR SER TR shareholders Q4 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