GeoWealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 489 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.41 and the average weighting 1.7%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$707
-4.7%
14,068
-1.1%
0.08%0.0%
Q2 2023$742
+71.0%
14,220
+57.9%
0.08%
+56.9%
Q1 2023$434
-89.2%
9,003
-90.0%
0.05%
-88.0%
Q4 2022$4,034
-99.9%
89,702
-1.4%
0.43%
+2.2%
Q3 2022$3,819,000
-2.2%
90,952
+3.2%
0.42%
-20.3%
Q2 2022$3,905,000
-55.7%
88,092
-46.9%
0.52%
-32.5%
Q1 2022$8,817,000
-2.1%
165,923
+2.9%
0.78%
+5.6%
Q4 2021$9,002,000
+33.0%
161,257
+20.2%
0.73%
+31.5%
Q3 2021$6,768,000
-5.4%
134,125
-5.6%
0.56%
-38.3%
Q2 2021$7,153,000
+5.2%
142,131
-2.6%
0.90%
-14.7%
Q1 2021$6,799,000
+0.8%
145,869
-4.9%
1.06%
-2.0%
Q4 2020$6,745,000
-4.5%
153,370
-14.5%
1.08%
-49.3%
Q3 2020$7,063,000
+1071.3%
179,289
+979.6%
2.14%
+757.4%
Q2 2020$603,000
-46.5%
16,607
-55.4%
0.25%
-68.7%
Q1 2020$1,127,000
-10.3%
37,259
+12.1%
0.80%
+17.8%
Q4 2019$1,257,000
-57.9%
33,229
-61.2%
0.68%
+0.6%
Q3 2019$2,988,00085,7280.67%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Peterson Wealth Advisors, LLC 1,680,878$73,891,00032.51%
Private Wealth Group, LLC 777,163$34,164,00028.45%
AFFINIA FINANCIAL GROUP, LLC 787,419$34,615,00024.05%
Stadion Money Management, LLC 13,596,575$597,705,00021.77%
Brown Financial Advisory 520,033$22,861,00020.26%
Clear Perspective Advisors, LLC 792,207$34,825,00014.23%
Detalus Advisors, LLC 498,688$21,922,00013.78%
O'Dell Group, LLC 781,310$34,346,00013.37%
CCG WEALTH MANAGEMENT, LLC 272,937$11,998,00012.65%
Wealthcare Advisory Partners LLC 3,224,579$141,752,00012.59%
View complete list of SPDR SER TR shareholders