Capital Planning Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 71 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q2 2022
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 57,736$3,894,6522.12%
Seven Springs Wealth Group, LLC 13,812$931,7040.45%
WealthCare Investment Partners, LLC 11,183$724,5770.44%
Exchange Capital Management, Inc. 28,922$1,950,9610.37%
USAdvisors Wealth Management, LLC 8,259$5570.25%
Better Money Decisions, LLC 3,969$267,7110.24%
Phoenix Wealth Advisors 4,358$293,9740.17%
Independent Wealth Network Inc. 3,790$255,6590.16%
CreativeOne Wealth, LLC 28,227$1,9040.14%
Nalls Sherbakoff Group, LLC 2,054$138,5770.14%
View complete list of SPDR SER TR shareholders