SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 93 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,267 | -20.3% | 760 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $64,304 | +64.8% | 760 | +68.9% | 0.01% | +50.0% |
| Q1 2023 | $39,010 | -48.7% | 450 | -50.0% | 0.01% | -57.1% |
| Q3 2022 | $76,000 | +8.6% | 900 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $70,000 | -13.6% | 900 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $81,000 | 0.0% | 900 | 0.0% | 0.01% | +9.1% |
| Q4 2021 | $81,000 | +55.8% | 900 | +63.6% | 0.01% | +37.5% |
| Q3 2021 | $52,000 | – | 550 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 57,736 | $3,894,652 | 2.12% |
| Seven Springs Wealth Group, LLC | 13,812 | $931,704 | 0.45% |
| WealthCare Investment Partners, LLC | 11,183 | $724,577 | 0.44% |
| Exchange Capital Management, Inc. | 28,922 | $1,950,961 | 0.37% |
| USAdvisors Wealth Management, LLC | 8,259 | $557 | 0.25% |
| Better Money Decisions, LLC | 3,969 | $267,711 | 0.24% |
| Phoenix Wealth Advisors | 4,358 | $293,974 | 0.17% |
| Independent Wealth Network Inc. | 3,790 | $255,659 | 0.16% |
| CreativeOne Wealth, LLC | 28,227 | $1,904 | 0.14% |
| Nalls Sherbakoff Group, LLC | 2,054 | $138,577 | 0.14% |