SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 78 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $103,681 | +6.0% | 1,537 | +33.0% | 0.00% | 0.0% |
| Q2 2023 | $97,810 | -11.7% | 1,156 | -9.5% | 0.00% | 0.0% |
| Q1 2023 | $110,788 | +8.7% | 1,278 | +2.8% | 0.00% | 0.0% |
| Q4 2022 | $101,933 | +69.9% | 1,243 | +75.3% | 0.00% | +50.0% |
| Q3 2022 | $60,000 | +20.0% | 709 | +11.0% | 0.00% | 0.0% |
| Q2 2022 | $50,000 | -7.4% | 639 | +5.3% | 0.00% | 0.0% |
| Q1 2022 | $54,000 | -3.6% | 607 | -1.9% | 0.00% | 0.0% |
| Q4 2021 | $56,000 | +86.7% | 619 | +91.0% | 0.00% | +100.0% |
| Q3 2021 | $30,000 | -11.8% | 324 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $34,000 | – | 324 | – | 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% |