WFA Asset Management Corp - SPDR SER TR ownership

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
WFA Asset Management Corp ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,022
-90.0%
60
-87.4%
0.00%
-91.7%
Q2 2023$40,236
-2.2%
476
+0.2%
0.02%
-4.0%
Q1 2023$41,139
+5.9%
475
+0.2%
0.02%
-3.8%
Q4 2022$38,844
-3.1%
474
+0.4%
0.03%
-10.3%
Q3 2022$40,093
+24.7%
472
+14.6%
0.03%
+26.1%
Q2 2022$32,142
+12.2%
412
+29.2%
0.02%
+21.1%
Q1 2022$28,647
+9.7%
319
+10.0%
0.02%
+11.8%
Q4 2021$26,1162900.02%
Other shareholders
SPDR SER TR shareholders Q3 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