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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,475 | -37.8% | 22 | -21.4% | 0.00% | – |
| Q2 2023 | $2,371 | -77.2% | 28 | -76.7% | 0.00% | – |
| Q1 2023 | $10,406 | +98.2% | 120 | +87.5% | 0.00% | – |
| Q4 2022 | $5,250 | -34.4% | 64 | -34.0% | 0.00% | – |
| Q3 2022 | $8,000 | -71.4% | 97 | -73.1% | 0.00% | – |
| Q2 2022 | $28,000 | +600.0% | 360 | +823.1% | 0.00% | – |
| Q4 2021 | $4,000 | -33.3% | 39 | -36.1% | 0.00% | – |
| Q3 2021 | $6,000 | +20.0% | 61 | +15.1% | 0.00% | – |
| Q2 2021 | $5,000 | – | 53 | +5200.0% | 0.00% | – |
| Q1 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 50,876 | $4,322,000 | 2.65% |
| WealthCare Investment Partners, LLC | 11,669 | $991,000 | 0.82% |
| Eagle Strategies LLC | 18,231 | $1,549,000 | 0.81% |
| Stonebridge Financial Planning Group, LLC | 12,587 | $1,069,000 | 0.75% |
| Seven Springs Wealth Group, LLC | 15,649 | $1,330,000 | 0.72% |
| Exchange Capital Management, Inc. | 27,039 | $2,297,000 | 0.53% |
| Founders Capital Management | 6,227 | $529,000 | 0.43% |
| Better Money Decisions, LLC | 4,225 | $359,000 | 0.35% |
| Concord Wealth Partners | 9,518 | $809,000 | 0.26% |
| USAdvisors Wealth Management, LLC | 5,557 | $472,000 | 0.24% |