GeoWealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 380 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$72,444
-60.1%
788,981
-60.1%
8.22%
-58.1%
Q2 2023$181,551
+2.2%
1,977,238
+2.2%
19.62%
-5.6%
Q1 2023$177,634
-8.2%
1,934,592
-8.6%
20.78%
+1.5%
Q4 2022$193,570
-99.9%
2,116,231
+1.3%
20.46%
-2.0%
Q3 2022$191,311,000
+3384.7%
2,088,566
+3381.8%
20.89%
+2741.6%
Q2 2022$5,490,000
+496.1%
59,986
+494.0%
0.74%
+807.4%
Q1 2022$921,000
+3.3%
10,099
+3.5%
0.08%
+11.0%
Q4 2021$892,000
+20.5%
9,757
+20.1%
0.07%
+19.7%
Q3 2021$740,000
+456.4%
8,124
+452.7%
0.06%
+258.8%
Q2 2021$133,000
+51.1%
1,470
+51.9%
0.02%
+21.4%
Q1 2021$88,000
-98.3%
968
-98.3%
0.01%
-99.3%
Q2 2020$5,148,000
+479.7%
56,252
+480.7%
2.13%
+238.9%
Q1 2020$888,000
+42.5%
9,687
+42.2%
0.63%
+87.5%
Q4 2019$623,000
-40.1%
6,813
-40.0%
0.34%
+43.2%
Q3 2019$1,040,000
+229.1%
11,354
+229.1%
0.23%
-71.8%
Q2 2019$316,0003,4500.83%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
St. Louis Financial Planners Asset Management, LLC 913,362$83,545,26866.87%
Second Half Financial Partners, LLC 1,100,976$101,091,62950.35%
Constant Guidance Financial LLC 383,711$35,088,46846.33%
Fortis Group Advisors, LLC 959,274$88,080,57727.00%
Lake Hills Wealth Management, LLC 283,066$25,991,12026.30%
Impact Partnership Wealth, LLC 900,539$82,687,46225.73%
Cypress Capital, LLC 826,581$75,896,67723.29%
SYKON CAPITAL LLC 563,865$51,774,08422.17%
Spartan Planning & Wealth Management 196,662$18,057,50521.16%
UDINE WEALTH MANAGEMENT, INC. 226,895$20,833,49920.15%
View complete list of SPDR SER TR shareholders