SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 78 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $21,594 | -57.5% | 301 | -60.0% | 0.02% | -59.0% |
| Q3 2023 | $50,794 | -80.3% | 753 | -75.3% | 0.04% | -79.3% |
| Q2 2023 | $257,976 | +66388.7% | 3,049 | -32.0% | 0.19% | -36.7% |
| Q1 2023 | $388 | +5.7% | 4,481 | 0.0% | 0.30% | +7.6% |
| Q4 2022 | $367 | -99.9% | 4,481 | -28.0% | 0.28% | -36.1% |
| Q3 2022 | $529,000 | +7.3% | 6,227 | -1.5% | 0.43% | +11.1% |
| Q2 2022 | $493,000 | -23.6% | 6,322 | -11.6% | 0.39% | -5.8% |
| Q1 2022 | $645,000 | 0.0% | 7,149 | 0.0% | 0.41% | 0.0% |
| Q4 2021 | $645,000 | -4.3% | 7,149 | -0.3% | 0.41% | -10.6% |
| Q3 2021 | $674,000 | +0.6% | 7,173 | +13.3% | 0.46% | +5.7% |
| Q2 2021 | $670,000 | – | 6,330 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 57,736 | $3,894,652 | 2.12% |
| Seven Springs Wealth Group, LLC | 13,812 | $931,704 | 0.45% |
| WealthCare Investment Partners, LLC | 11,183 | $724,577 | 0.44% |
| Exchange Capital Management, Inc. | 28,922 | $1,950,961 | 0.37% |
| USAdvisors Wealth Management, LLC | 8,259 | $557 | 0.25% |
| Better Money Decisions, LLC | 3,969 | $267,711 | 0.24% |
| Phoenix Wealth Advisors | 4,358 | $293,974 | 0.17% |
| Independent Wealth Network Inc. | 3,790 | $255,659 | 0.16% |
| CreativeOne Wealth, LLC | 28,227 | $1,904 | 0.14% |
| Nalls Sherbakoff Group, LLC | 2,054 | $138,577 | 0.14% |