HolderBook

SPDR SERIES TRUST (CNRG)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

71
Reporting holders
$50.0M
Reported value
0.0%
Held as options
+4
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
BANK OF AMERICA CORP /DE/$9.5M84,1000.00%30q-6.3%-$635.4K
WELLS FARGO & COMPANY/MN$7.0M62,1430.00%20q-51.8%-$7.5M
LPL Financial LLC$4.8M42,2650.00%23q+12.7%+$539.3K
Lido Advisors, LLC$4.1M36,5530.01%4q-2.9%-$122.5K
AMERIPRISE FINANCIAL INC$3.9M34,7730.00%7q-50.1%-$3.9M
MORGAN STANLEY$2.2M19,5160.00%24q+9.0%+$182.5K
Beacon Pointe Advisors, LLC$1.8M16,0920.01%2q+2.0%+$35.1K
ROYAL BANK OF CANADA$1.5M13,5700.00%27q+114.3%+$818.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M13,4970.00%2q+73.1%+$644.4K
GOLDMAN SACHS GROUP INC$1.0M8,8800.00%19q-4.6%-$48.0K
WealthCare Investment Partners, LLC$854.5K7,5550.21%19q+1.9%+$15.8K
COMMONWEALTH EQUITY SERVICES, LLC$761.3K6,7310.00%29q+0.6%+$4.4K
One Capital Management, LLC$755.4K8,3640.02%2qHELD
CITADEL ADVISORS LLC$724.7K6,4080.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$706.9K6,2500.00%newNEW
Opulen Financial Group LLC$705.7K6,2400.44%7q-13.2%-$107.0K
NORTHBRIDGE FINANCIAL GROUP, LLC$655.0K5,7910.25%3q-2.8%-$19.0K
Wilmington Savings Fund Society, FSB$632.7K5,5940.01%16q-8.4%-$57.8K
Independent Wealth Network Inc.$586.6K5,1870.15%20q-2.1%-$12.4K
Wealthfront Advisers LLC$534.5K4,7260.00%3q+31.9%+$129.4K
Tower Research Capital LLC (TRC)$511.7K4,5240.01%newNEW
UBS Group AG$456.8K4,0390.00%23q+8.2%+$34.7K
FLAGSHIP HARBOR ADVISORS, LLC$431.9K3,8190.02%2qHELD
Creative Planning$424.5K3,7530.00%4q+24.9%+$84.7K
STIFEL FINANCIAL CORP$377.1K3,3340.00%newNEW
Great Diamond Partners, LLC$375.3K3,3180.06%2q+20.2%+$63.0K
Cetera Investment Advisers$365.5K3,2310.00%4q+8.9%+$29.7K
Farther Finance Advisors, LLC$315.2K2,8030.00%15q-1.8%-$5.6K
Sargent Investment Group, LLC$274.3K2,4250.03%3qHELD
Banco Santander, S.A.$256.7K2,2700.00%3qHELD
RAYMOND JAMES FINANCIAL INC$218.0K1,9270.00%5q-29.1%-$89.2K
Bryn Mawr Trust Advisors, LLC$212.9K1,8820.01%newNEW
Nalls Sherbakoff Group, LLC$212.3K1,8770.15%10qHELD
HANCOCK WHITNEY CORP$203.6K1,8000.00%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$153.7K1,3590.00%22q-1.1%-$1.7K
Advisors Preferred, LLC$118.5K1,1290.02%4q+35.9%+$31.3K
AdvisorNet Financial, Inc$90.6K8010.00%24q+102.8%+$45.9K
OSAIC HOLDINGS, INC.$88.3K7810.00%26q-11.4%-$11.3K
PNC Financial Services Group, Inc.$57.5K5080.00%23qHELD
TD Waterhouse Canada Inc.$57.0K5220.00%newNEW
North Star Investment Management Corp.$37.9K3350.00%28qHELD
FIDUCIARY FINANCIAL ADVISORS$33.6K2970.00%newNEW
CENTRAL TRUST Co$31.4K2780.00%21q-6.1%-$2.0K
Hughes Financial Services, LLC$30.5K2700.00%6qHELD
Parallel Advisors, LLC$27.1K2400.00%8qHELD
Integrated Wealth Concepts LLC$25.6K2260.00%newNEW
Mascoma Wealth Management LLC$25.3K2240.00%22qHELD
BlackRock, Inc.$23.2K2050.00%4qHELD
NewEdge Advisors, LLC$22.8K2020.00%newNEW
LANARK FINANCIAL, INC.$19.8K1750.00%6qHELD
FMR LLC$17.0K1500.00%17q+74.4%+$7.2K
Caitlin John, LLC$13.6K1200.01%4qHELD
Oakmont Advisory Group, LLC$13.0K1150.01%newNEW
PHILLIPS FINANCIAL MANAGEMENT, LLC$10.4K920.00%16qHELD
Ameritas Advisory Services, LLC$7.6K670.00%newNEW
SHP Wealth Management$6.0K530.00%3qHELD
Atlantic Union Bankshares Corp$5.7K500.00%5qHELD
Key Financial Inc$5.0K440.00%18qHELD
Concord Wealth Partners$4.6K410.00%newNEW
Triumph Capital Management$4.0K350.00%3q-53.9%-$4.6K
Geneos Wealth Management Inc.$2.8K250.00%3qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$2.0K180.00%16qHELD
Napier Financial, LLC$1.8K160.00%2qHELD
Abound Wealth Management$1.6K140.00%4qHELD
JONES FINANCIAL COMPANIES LLLP$1.4K130.00%2qHELD
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.2K110.00%newNEW
Cambridge Investment Research Advisors, Inc.$1.1K9,6660.00%23q+90.2%
FLOW TRADERS U.S. LLC$8447,4660.03%newNEW
Global Retirement Partners, LLC$56650.00%16qHELD
SBI Securities Co., Ltd.$56650.00%3q-28.6%
Blue Trust, Inc.$34030.00%2qHELD
CITIGROUP INC$11310.00%newNEW
JPMORGAN CHASE & CO$2900.00%8qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202671$50.0M443,6671515160.0%
Q1 202667$57.3M752,8831315170.0%
Q4 202565$35.8M400,2441111160.0%
Q3 202556$29.2M345,907107130.0%
Q2 202552$19.9M334,377510160.0%
Q1 202559$22.5M447,597513230.0%
Q4 202461$38.1M628,240514170.0%
Q3 202461$34.4M523,829611230.0%
Q2 202470$34.1M564,3331215250.0%
Q1 202468$42.4M655,393619260.0%
Q4 202371$58.7M819,518722250.0%
Q3 202373$57.5M852,364423210.0%
Q2 202381$70.5M829,6811226230.3%
Q1 202380$67.1M775,2361229200.0%
Q4 202277$60.3M736,4641326140.0%
Q3 202285$64.1M754,5821735170.0%
Q2 202271$42.4M539,708823220.0%
Q1 202278$58.2M649,5671430210.0%
Q4 202175$69.3M767,7441427220.0%
Q3 202165$72.6M771,881830140.0%
Q2 202166$84.4M797,7171728110.0%
Q1 202162$77.9M683,600262560.0%
Q4 202040$45.3M418,170201520.0%
Q3 202021$16.9M231,72410630.0%
Q2 202014$7.3M146,8586420.0%
Q1 20208$3.5M93,8461410.0%
Q4 20198$4.6M99,4373210.0%
Q3 20194$3.4M86,8291200.0%
Q2 20194$3.4M89,6902100.0%
Q1 20194$347.0K10,1183010.0%
Q4 20181$2.8M96,3821000.0%