GeoWealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 133 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,647
+26.9%
146,342
+29.5%
0.30%
+33.3%
Q2 2023$2,086
+62.8%
113,006
+67.7%
0.22%
+50.0%
Q1 2023$1,281
-26.4%
67,391
-28.6%
0.15%
-18.5%
Q4 2022$1,741
-99.9%
94,428
+46.1%
0.18%
+43.8%
Q3 2022$1,176,000
+50.8%
64,621
+61.3%
0.13%
+23.1%
Q2 2022$780,000
-5.0%
40,067
+0.9%
0.10%
+44.4%
Q1 2022$821,000
+120.1%
39,709
+108.0%
0.07%
-14.3%
Q3 2019$373,00019,0880.08%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Continuum Advisory, LLC 496,168$10,372,0004.72%
SIGNET FINANCIAL MANAGEMENT, LLC 611,823$12,790,0002.59%
Altavista Wealth Management, Inc. 473,583$9,900,0002.51%
Brio Consultants, LLC 342,188$7,153,0002.31%
Clear Perspectives Financial Planning, LLC 41,275$863,0000.55%
Newman Dignan & Sheerar, Inc. 89,100$1,863,0000.30%
Pinnacle Wealth Planning Services, Inc. 59,265$1,219,0000.29%
V Wealth Advisors LLC 45,894$959,0000.20%
CreativeOne Wealth, LLC 110,092$2,301,0000.19%
Mutual Advisors, LLC 79,581$1,664,0000.12%
View complete list of SPDR SER TR shareholders