Better Money Decisions’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Better Money Decisions’s Portfolio CNRG Stock Details CNRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,265	Closed	-$211K	–	66
2024 Q1	$211K	Buy	3,265 +10	+0.3%	+$638	0.17%	65
2023 Q4	$233K	Sell	3,255 -714	-18%	-$46.4K	0.19%	58
2023 Q3	$268K	Sell	3,969 -86	-2%	-$6.69K	0.24%	51
2023 Q2	$343K	Buy	4,055 +6	+0.1%	+$496	0.28%	44
2023 Q1	$351K	Sell	4,049 -149	-4%	-$13K	0.3%	42
2022 Q4	$344K	Sell	4,198 -27	-0.6%	-$2.32K	0.3%	46
2022 Q3	$359K	Buy	4,225 +11	+0.3%	+$1K	0.35%	42
2022 Q2	$329K	Buy	4,214 +18	+0.4%	+$1.46K	0.28%	44
2022 Q1	$377K	Sell	4,196 -189	-4%	-$15.7K	0.35%	42
2021 Q4	$395K	Sell	4,385 -84	-2%	-$8.43K	0.33%	43
2021 Q3	$420K	Buy	4,469 +10	+0.2%	+$978	0.35%	43
2021 Q2	$472K	Buy	4,459 +815	+22%	+$83.8K	0.42%	37
2021 Q1	$415K	Buy	+3,644	New	+$457K	0.43%	33

Other funds holding CNRG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Better Money Decisions's CNRG Position: Q2 2024 in Review

Better Money Decisions sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q2 2024, closing a stake of 3,265 shares — an estimated $211K sold.

Better Money Decisions first reported a position in CNRG in Q1 2021 and held it in 13 quarters. The position peaked at $472K in Q2 2021. 75 funds tracked by Wall St. Rank hold CNRG as of Q2 2024.

Better Money Decisions reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q2 2024 after selling out during the quarter.
Better Money Decisions sold 3,265 State Street SPDR S&P Kensho Clean Power ETF shares in Q2 2024, an estimated $211K.
Better Money Decisions first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q1 2021 and held it in 13 quarters.
Better Money Decisions's State Street SPDR S&P Kensho Clean Power ETF position peaked at $472K in Q2 2021.
75 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q2 2024.

Based on Better Money Decisions's 13F filing for Q2 2024, filed 24 Jul 2024.