GeoWealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 259 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$848,000
+0.5%
26,907
-0.8%
0.07%
-1.4%
Q3 2021$844,000
-18.5%
27,128
-18.5%
0.07%
-46.6%
Q2 2021$1,036,000
+15.4%
33,295
+13.1%
0.13%
-6.4%
Q1 2021$898,000
+14.7%
29,426
+17.0%
0.14%
+11.1%
Q4 2020$783,000
+248.0%
25,153
+244.7%
0.13%
+85.3%
Q3 2020$225,000
-16.0%
7,298
-21.0%
0.07%
-64.0%
Q1 2020$268,000
-4.3%
9,239
-6.0%
0.19%
+200.0%
Q3 2019$280,0009,8280.06%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
LINCOLN NATIONAL CORP 3,178,324$182,246,00018.85%
Fort Point Capital Partners LLC 38,358$2,200,0001.95%
PHILLIPS FINANCIAL MANAGEMENT, LLC 69,878$4,001,0001.19%
Pure Financial Advisors, LLC 48,664$2,791,0001.03%
BEACON TRUST CO 80,558$4,621,0000.76%
ASSETMARK, INC 237,399$13,617,0000.29%
Efficient Advisors, LLC 20,391$1,170,0000.27%
Lattice Strategies LLC 7,405$425,0000.22%
TIAA CREF TRUST CO FSB/MO 230,025$13,194,0000.19%
Beacon Capital Management, Inc. 14,094$808,0000.15%
View complete list of SPDR SER TR shareholders