SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 67 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $67,688 | -2.4% | 800 | 0.0% | 0.00% | – |
| Q1 2023 | $69,351 | -6.3% | 800 | -11.4% | 0.00% | – |
| Q4 2022 | $74,051 | -3.8% | 903 | 0.0% | 0.00% | – |
| Q3 2022 | $77,000 | +10.0% | 903 | 0.0% | 0.00% | – |
| Q2 2022 | $70,000 | -13.6% | 903 | 0.0% | 0.00% | – |
| Q1 2022 | $81,000 | 0.0% | 903 | 0.0% | 0.00% | – |
| Q4 2021 | $81,000 | -4.7% | 903 | 0.0% | 0.00% | – |
| Q3 2021 | $85,000 | -11.5% | 903 | 0.0% | 0.00% | – |
| Q2 2021 | $96,000 | -6.8% | 903 | 0.0% | 0.00% | – |
| Q1 2021 | $103,000 | +35.5% | 903 | +29.0% | 0.00% | – |
| Q4 2020 | $76,000 | – | 700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 59,639 | $4,935,000 | 2.81% |
| WealthCare Investment Partners, LLC | 13,300 | $1,037,000 | 0.89% |
| Seven Springs Wealth Group, LLC | 15,422 | $1,203,000 | 0.60% |
| Eagle Strategies LLC | 17,787 | $1,387,000 | 0.51% |
| Exchange Capital Management, Inc. | 27,431 | $2,139,000 | 0.47% |
| Founders Capital Management | 6,322 | $493,000 | 0.39% |
| Stonebridge Financial Planning Group, LLC | 6,198 | $483,000 | 0.33% |
| Better Money Decisions, LLC | 4,214 | $329,000 | 0.28% |
| USAdvisors Wealth Management, LLC | 5,687 | $444,000 | 0.22% |
| Concord Wealth Partners | 9,715 | $758,000 | 0.21% |