GeoWealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 2 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$319
-9.4%
4,720
+13.5%
0.04%
-5.3%
Q2 2023$352
+8.6%
4,158
+11.4%
0.04%0.0%
Q1 2023$324
+18.7%
3,731
+12.1%
0.04%
+31.0%
Q4 2022$273
-99.9%
3,328
+35.6%
0.03%
+26.1%
Q3 2022$208,0002,4540.02%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 59,639$4,935,0002.81%
WealthCare Investment Partners, LLC 13,300$1,037,0000.89%
Seven Springs Wealth Group, LLC 15,422$1,203,0000.60%
Eagle Strategies LLC 17,787$1,387,0000.51%
Exchange Capital Management, Inc. 27,431$2,139,0000.47%
Founders Capital Management 6,322$493,0000.39%
Stonebridge Financial Planning Group, LLC 6,198$483,0000.33%
Better Money Decisions, LLC 4,214$329,0000.28%
USAdvisors Wealth Management, LLC 5,687$444,0000.22%
Concord Wealth Partners 9,715$758,0000.21%
View complete list of SPDR SER TR shareholders