SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 42 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,019,058 | -28.4% | 15,107 | -10.2% | 0.00% | – |
| Q2 2023 | $1,423,986 | +18.3% | 16,830 | +21.3% | 0.00% | – |
| Q1 2023 | $1,203,229 | -23.6% | 13,880 | -27.8% | 0.00% | -100.0% |
| Q4 2022 | $1,575,576 | +21.1% | 19,212 | +25.4% | 0.00% | 0.0% |
| Q3 2022 | $1,301,000 | +89.7% | 15,319 | +74.1% | 0.00% | – |
| Q2 2022 | $686,000 | -11.5% | 8,801 | +1.9% | 0.00% | – |
| Q1 2022 | $775,000 | -59.8% | 8,635 | -59.6% | 0.00% | -100.0% |
| Q4 2021 | $1,927,000 | +6.1% | 21,363 | +10.5% | 0.00% | 0.0% |
| Q3 2021 | $1,817,000 | +9.7% | 19,339 | +23.6% | 0.00% | 0.0% |
| Q2 2021 | $1,656,000 | +1.0% | 15,645 | +8.8% | 0.00% | 0.0% |
| Q1 2021 | $1,640,000 | +1161.5% | 14,384 | +1093.7% | 0.00% | – |
| Q4 2020 | $130,000 | – | 1,205 | – | 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% |