Capital Planning Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 66 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$435,000
-95.5%
4,847
-95.5%
0.09%
-94.9%
Q4 2021$9,655,000
-8.1%
107,060
-4.2%
1.84%
-15.6%
Q3 2021$10,502,000
-9.0%
111,778
+2.6%
2.18%
-7.9%
Q2 2021$11,536,000
-3.1%
108,994
+4.3%
2.37%
-11.3%
Q1 2021$11,911,000
+12.6%
104,490
+7.0%
2.67%
+2.7%
Q4 2020$10,575,00097,6592.60%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 59,639$4,935,0002.81%
WealthCare Investment Partners, LLC 13,300$1,037,0000.89%
Seven Springs Wealth Group, LLC 15,422$1,203,0000.60%
Eagle Strategies LLC 17,787$1,387,0000.51%
Exchange Capital Management, Inc. 27,431$2,139,0000.47%
Founders Capital Management 6,322$493,0000.39%
Stonebridge Financial Planning Group, LLC 6,198$483,0000.33%
Better Money Decisions, LLC 4,214$329,0000.28%
USAdvisors Wealth Management, LLC 5,687$444,0000.22%
Concord Wealth Partners 9,715$758,0000.21%
View complete list of SPDR SER TR shareholders