SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 64 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,988 | -79.1% | 845 | -73.8% | 0.00% | -78.6% |
| Q2 2023 | $273,023 | -11.4% | 3,227 | -9.3% | 0.01% | -17.6% |
| Q1 2023 | $308,320 | +8.2% | 3,557 | +2.3% | 0.02% | 0.0% |
| Q4 2022 | $285,013 | +313.1% | 3,476 | +292.8% | 0.02% | +240.0% |
| Q3 2022 | $69,000 | 0.0% | 885 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $69,000 | -18.8% | 885 | -5.8% | 0.01% | 0.0% |
| Q4 2021 | $85,000 | -52.5% | 939 | -50.7% | 0.01% | -16.7% |
| Q3 2021 | $179,000 | -19.7% | 1,904 | -9.5% | 0.01% | -14.3% |
| Q2 2021 | $223,000 | +5.2% | 2,104 | +12.9% | 0.01% | -12.5% |
| Q1 2021 | $212,000 | – | 1,864 | – | 0.01% | – |
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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% |