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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,839 | 0.0% | 400 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $33,839 | -24.8% | 400 | -27.1% | 0.01% | -36.4% |
| Q4 2022 | $45,017 | -4.2% | 549 | +0.2% | 0.01% | -8.3% |
| Q3 2022 | $47,000 | -76.8% | 548 | -74.7% | 0.01% | -75.0% |
| Q3 2021 | $203,000 | -2.9% | 2,163 | +9.7% | 0.05% | -4.0% |
| Q2 2021 | $209,000 | – | 1,972 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 80,186 | $7,231,000 | 3.74% |
| WealthCare Investment Partners, LLC | 21,255 | $1,917,000 | 1.85% |
| Capital Planning Advisors, LLC | 107,060 | $9,655,000 | 1.84% |
| Founders Capital Management | 7,149 | $645,000 | 0.41% |
| Exchange Capital Management, Inc. | 22,485 | $2,028,000 | 0.37% |
| Better Money Decisions, LLC | 4,385 | $395,000 | 0.33% |
| Mascoma Wealth Management LLC | 8,454 | $762,000 | 0.26% |
| Coastal Bridge Advisors, LLC | 12,304 | $1,110,000 | 0.23% |
| Independent Wealth Network Inc. | 3,212 | $290,000 | 0.18% |
| Seven Springs Wealth Group, LLC | 3,508 | $316,000 | 0.14% |