GeoWealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 114 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$942,000
-21.0%
33,980
-10.5%
0.08%
-14.4%
Q4 2021$1,192,000
+7.6%
37,963
+7.6%
0.10%
+6.6%
Q3 2021$1,108,000
-18.7%
35,284
-17.8%
0.09%
-47.1%
Q2 2021$1,363,000
+26.2%
42,930
+19.8%
0.17%
+2.4%
Q1 2021$1,080,000
+33.7%
35,832
+47.2%
0.17%
+29.2%
Q4 2020$808,00024,3480.13%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 358,581$7,616,2637.89%
Wayfinding Financial, LLC 207,339$4,3443.28%
Twelve Points Wealth Management LLC 307,864$6,539,0313.26%
Hedeker Wealth, LLC 309,151$6,566,3712.28%
Collaborative Wealth Managment Inc. 155,192$3,296,2761.97%
NYL Investors LLC 1,876,350$39,853,6741.63%
ROCKLAND TRUST CO 1,240,473$26,347,6471.59%
Legacy Financial Group LLC 269,162$5,717,004,0001.34%
VAN STRUM & TOWNE INC. 80,340$1,706,4220.72%
Elevated Capital Advisors, LLC 91,394$1,941,2110.66%
View complete list of SPDR SER TR shareholders