Realta Investment Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 92 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.1%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$33,8390.0%4000.0%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$209,0001,9720.05%
Other shareholders
SPDR SER TR shareholders Q2 2023
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