Capital Analysts, LLC - SPDR SER TR ownership

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
Capital Analysts, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,371
-22.2%
20,326
-2.4%
0.08%
-22.4%
Q2 2023$1,762
+9.4%
20,829
+12.1%
0.10%
+6.5%
Q1 2023$1,611
+8.6%
18,584
+2.8%
0.09%
+1.1%
Q4 2022$1,483
-99.9%
18,084
+9.9%
0.09%
-5.2%
Q3 2022$1,397,000
+512.7%
16,449
+462.7%
0.10%
+500.0%
Q2 2022$228,000
+812.0%
2,923
+955.2%
0.02%
+700.0%
Q1 2022$25,0002770.00%
Other shareholders
SPDR SER TR shareholders Q3 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