SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 92 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 51,967 | $4,261,614 | 2.40% |
| Stonebridge Financial Planning Group, LLC | 13,209 | $1,083,235 | 0.72% |
| Seven Springs Wealth Group, LLC | 15,649 | $1,283,312 | 0.62% |
| WealthCare Investment Partners, LLC | 11,041 | $905,423 | 0.62% |
| Exchange Capital Management, Inc. | 26,916 | $2,207,268 | 0.48% |
| Eagle Strategies LLC | 18,784 | $1,540,468 | 0.46% |
| Better Money Decisions, LLC | 4,198 | $344,233 | 0.30% |
| Founders Capital Management | 4,481 | $367 | 0.28% |
| Concord Wealth Partners | 10,300 | $844,634 | 0.25% |
| USAdvisors Wealth Management, LLC | 6,259 | $513 | 0.25% |