Concord Wealth Partners - SPDR SER TR ownership

SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 71 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$591,551
-30.9%
8,769
-13.4%
0.13%
-31.5%
Q2 2023$856,621
+5.7%
10,124
+8.3%
0.18%
-20.0%
Q1 2023$810,054
-4.1%
9,344
-9.3%
0.23%
-9.4%
Q4 2022$844,634
+4.4%
10,300
+8.2%
0.25%
-1.2%
Q3 2022$809,000
+6.7%
9,518
-2.0%
0.26%
+23.6%
Q2 2022$758,000
+6.5%
9,715
+22.4%
0.21%
+13.0%
Q1 2022$712,000
+26.5%
7,939
+27.1%
0.18%
+33.3%
Q4 2021$563,000
+59.5%
6,248
+66.1%
0.14%
-4.8%
Q3 2021$353,000
+80.1%
3,761
+103.2%
0.14%
+158.9%
Q2 2021$196,0001,8510.06%
Other shareholders
SPDR SER TR shareholders Q2 2022
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