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 57,736$3,894,6522.12%
Seven Springs Wealth Group, LLC 13,812$931,7040.45%
WealthCare Investment Partners, LLC 11,183$724,5770.44%
Exchange Capital Management, Inc. 28,922$1,950,9610.37%
USAdvisors Wealth Management, LLC 8,259$5570.25%
Better Money Decisions, LLC 3,969$267,7110.24%
Phoenix Wealth Advisors 4,358$293,9740.17%
Independent Wealth Network Inc. 3,790$255,6590.16%
CreativeOne Wealth, LLC 28,227$1,9040.14%
Nalls Sherbakoff Group, LLC 2,054$138,5770.14%
View complete list of SPDR SER TR shareholders