GeoWealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 143 filers reported holding SPDR SER TR in Q1 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
Q2 2024$365,167
-80.5%
18,360
-79.9%
0.02%
-77.8%
Q1 2024$1,873,190
+107307.7%
91,375
+11.3%
0.07%
-50.0%
Q4 2023$1,744
+17.0%
82,127
+9.3%
0.14%
-14.8%
Q3 2023$1,490
+7.7%
75,167
+14.7%
0.17%
+12.7%
Q2 2023$1,384
+19.9%
65,515
+20.6%
0.15%
+11.1%
Q1 2023$1,154
+20.8%
54,313
+16.9%
0.14%
+33.7%
Q4 2022$955
-99.9%
46,474
+18.7%
0.10%
+24.7%
Q3 2022$743,000
+46.5%
39,164
+58.3%
0.08%
+19.1%
Q2 2022$507,000
-7.1%
24,737
+3.1%
0.07%
+41.7%
Q1 2022$546,000
+1.5%
24,000
+8.8%
0.05%
+9.1%
Q4 2021$538,000
+2.5%
22,049
+6.1%
0.04%
+2.3%
Q3 2021$525,000
-22.5%
20,791
-19.1%
0.04%
-50.0%
Q2 2021$677,000
+3.7%
25,685
+2.3%
0.09%
-15.7%
Q1 2021$653,000
+10.9%
25,108
+19.9%
0.10%
+8.5%
Q4 2020$589,000
+185.9%
20,946
+166.2%
0.09%
+51.6%
Q3 2020$206,0007,8680.06%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
Clearwater Capital Advisors, LLC 1,339,268$34,848,0004.36%
HARBOR ADVISORY CORP /MA/ 420,983$10,954,0004.35%
Pictet North America Advisors SA 1,215,794$31,635,0003.70%
Municipal Employees' Retirement System of Michigan 6,460,691$168,107,0002.82%
Tempus Wealth Planning, LLC 68,240$1,776,0001.88%
Valtinson Bruner Financial Planning LLC 109,504$2,914,0001.72%
COLLECTIVE FAMILY OFFICE LLC 114,041$2,967,0001.45%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 83,863$2,182,0001.18%
Destiny Wealth Partners, LLC 176,877$4,602,0000.96%
CAPITAL ADVISORS INC/OK 1,097,847$28,566,0000.94%
View complete list of SPDR SER TR shareholders