SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 92 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,103 | -14.3% | 33 | +13.8% | 0.00% | – |
| Q2 2023 | $2,454 | +6.3% | 29 | 0.0% | 0.00% | – |
| Q1 2023 | $2,308 | -62.0% | 29 | -60.8% | 0.00% | – |
| Q4 2022 | $6,068 | +1.1% | 74 | +5.7% | 0.00% | – |
| Q3 2022 | $6,000 | +50.0% | 70 | +37.3% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 51 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | – | 51 | – | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2021 | $2,000 | -33.3% | 22 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | – | 22 | – | 0.00% | – |
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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% |