GeoWealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 323 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,490
-12.3%
51,860
-12.1%
0.17%
-8.2%
Q2 2023$1,699
+84.9%
58,993
+87.5%
0.18%
+72.0%
Q1 2023$919
+30.9%
31,458
+29.5%
0.11%
+44.6%
Q4 2022$702
-99.9%
24,290
+28.7%
0.07%
+25.4%
Q3 2022$545,000
-5.4%
18,880
-3.4%
0.06%
-23.4%
Q2 2022$576,000
+9.3%
19,540
+9.6%
0.08%
+67.4%
Q1 2022$527,000
+2.7%
17,828
+5.7%
0.05%
+9.5%
Q4 2021$513,000
+37.2%
16,872
+38.0%
0.04%
+35.5%
Q3 2021$374,000
+74.0%
12,230
+74.1%
0.03%
+14.8%
Q2 2021$215,000
+41.4%
7,024
+41.7%
0.03%
+12.5%
Q1 2021$152,000
-6.7%
4,957
-6.4%
0.02%
-7.7%
Q4 2020$163,000
-94.6%
5,298
-94.6%
0.03%
-97.2%
Q3 2020$3,028,000
-44.3%
98,759
-44.2%
0.92%
-59.3%
Q2 2020$5,439,000
+1660.2%
177,027
+1616.2%
2.25%
+1254.2%
Q4 2019$309,000
-69.9%
10,315
-69.9%
0.17%
-28.1%
Q3 2019$1,028,00034,2450.23%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Trust Bank, Ltd. 431,260$12,385,78766.15%
Tilson Financial Group, Inc. 499,264$14,33911.27%
Better Money Decisions, LLC 438,529$12,594,54511.09%
DESTINY CAPITAL SECURITIES CORPORATION 376,026$10,799,4538.76%
Tri-Star Advisors Inc. 17,924$514,7878.72%
Meridian Financial Partners LLC 238,109$6,8226.98%
Treasure Coast Financial Planning 336,270$9,657,6746.70%
GM Advisory Group, LLC 2,740,122$78,696,2936.43%
First Affirmative Financial Network 221,914$6,373,3696.24%
Municipal Employees' Retirement System of Michigan 13,165,238$378,1065.26%
View complete list of SPDR SER TR shareholders