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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $106,262 | -22.7% | 1,575 | -3.0% | 0.00% | – |
| Q2 2023 | $137,423 | -19.7% | 1,624 | -17.7% | 0.00% | – |
| Q1 2023 | $171,130 | +15.9% | 1,974 | +9.6% | 0.00% | – |
| Q4 2022 | $147,691 | -3.5% | 1,801 | +0.1% | 0.00% | – |
| Q3 2022 | $153,000 | +16.8% | 1,799 | +7.1% | 0.00% | – |
| Q2 2022 | $131,000 | +6.5% | 1,680 | +22.1% | 0.00% | – |
| Q1 2022 | $123,000 | +25.5% | 1,376 | +27.1% | 0.00% | – |
| Q4 2021 | $98,000 | -10.1% | 1,083 | -7.4% | 0.00% | – |
| Q3 2021 | $109,000 | +9.0% | 1,170 | +23.0% | 0.00% | – |
| Q2 2021 | $100,000 | +17.6% | 951 | +26.6% | 0.00% | – |
| Q1 2021 | $85,000 | +73.5% | 751 | +66.5% | 0.00% | – |
| Q4 2020 | $49,000 | – | 451 | – | 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% |