Creative Financial Designs’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Creative Financial Designs’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
2026 Q1	$1.63K	Hold	18	–	–	﹤0.01%	1813
2025 Q4	$1.61K	Hold	18	–	–	﹤0.01%	1719
2025 Q3	$1.51K	Hold	18	–	–	﹤0.01%	1736
2025 Q2	$1.07K	Sell	18 -57	-76%	-$3.08K	﹤0.01%	1772
2025 Q1	$3.78K	Hold	75	–	–	﹤0.01%	1545
2024 Q4	$4.54K	Sell	75 -500	-87%	-$31.2K	﹤0.01%	1441
2024 Q3	$37.8K	Sell	575 -199	-26%	-$12.3K	﹤0.01%	866
2024 Q2	$46.7K	Sell	774 -3,409	-81%	-$215K	﹤0.01%	765
2024 Q1	$271K	Buy	4,183 +130	+3%	+$8.29K	0.03%	354
2023 Q4	$291K	Buy	4,053 +804	+25%	+$52.2K	0.03%	316
2023 Q3	$219K	Buy	3,249 +76	+2%	+$5.91K	0.03%	316
2023 Q2	$268K	Buy	3,173 +131	+4%	+$10.8K	0.03%	296
2023 Q1	$264K	Buy	3,042 +1,189	+64%	+$104K	0.03%	286
2022 Q4	$152K	Sell	1,853 -1	-0.1%	-$86	0.02%	366
2022 Q3	$158K	Buy	+1,854	New	+$169K	0.03%	344

Other funds holding CNRG

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Financial Designs's CNRG Position: Q1 2026 in Review

Creative Financial Designs held its State Street SPDR S&P Kensho Clean Power ETF (CNRG) position steady in Q1 2026 at 18 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Creative Financial Designs first reported a position in CNRG in Q3 2022 and has held it in 15 quarters since. The position peaked at $291K in Q4 2023. 67 funds tracked by Wall St. Rank hold CNRG as of Q1 2026.

Creative Financial Designs held 18 shares of State Street SPDR S&P Kensho Clean Power ETF worth $1.63K as of Q1 2026.
Creative Financial Designs left its State Street SPDR S&P Kensho Clean Power ETF share count unchanged in Q1 2026.
State Street SPDR S&P Kensho Clean Power ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1813 holding.
Creative Financial Designs first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q3 2022 and has held it in 15 quarters since.
Creative Financial Designs's State Street SPDR S&P Kensho Clean Power ETF position peaked at $291K in Q4 2023.
67 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.