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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $263,391 | -52.1% | 3,113 | -50.9% | 0.01% | -52.0% |
| Q1 2023 | $549,430 | +4.7% | 6,338 | -0.9% | 0.02% | +4.2% |
| Q4 2022 | $524,674 | -8.6% | 6,398 | -5.2% | 0.02% | -17.2% |
| Q3 2022 | $574,000 | +57.7% | 6,751 | +44.6% | 0.03% | +81.2% |
| Q2 2022 | $364,000 | -7.4% | 4,668 | +6.5% | 0.02% | +14.3% |
| Q1 2022 | $393,000 | -6.4% | 4,383 | -5.9% | 0.01% | -17.6% |
| Q4 2021 | $420,000 | +7.1% | 4,659 | +11.6% | 0.02% | 0.0% |
| Q3 2021 | $392,000 | – | 4,176 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 51,967 | $4,261,614 | 2.40% |
| Stonebridge Financial Planning Group, LLC | 13,209 | $1,083,235 | 0.72% |
| Seven Springs Wealth Group, LLC | 15,649 | $1,283,312 | 0.62% |
| WealthCare Investment Partners, LLC | 11,041 | $905,423 | 0.62% |
| Exchange Capital Management, Inc. | 26,916 | $2,207,268 | 0.48% |
| Eagle Strategies LLC | 18,784 | $1,540,468 | 0.46% |
| Better Money Decisions, LLC | 4,198 | $344,233 | 0.30% |
| Founders Capital Management | 4,481 | $367 | 0.28% |
| Concord Wealth Partners | 10,300 | $844,634 | 0.25% |
| USAdvisors Wealth Management, LLC | 6,259 | $513 | 0.25% |