SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 83 filers reported holding SPDR SER TR in Q3 2023. 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 | 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% |