Geneos Wealth Management Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is FEZ and the CUSIP is 78463X202. A total of 217 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,127,356
-1.4%
98,247
+7.9%
0.21%
-2.7%
Q2 2023$4,186,433
+10.6%
91,049
+8.0%
0.22%
-4.8%
Q1 2023$3,784,037
+31433.6%
84,277
+27992.3%
0.23%
+22900.0%
Q4 2019$12,000
-73.3%
300
-75.0%
0.00%
-66.7%
Q2 2019$45,000
+4.7%
1,2000.0%0.00%0.0%
Q1 2019$43,000
+10.3%
1,2000.0%0.00%0.0%
Q4 2018$39,000
-29.1%
1,200
-17.2%
0.00%
-25.0%
Q3 2018$55,000
-34.5%
1,450
-34.3%
0.00%
-42.9%
Q2 2018$84,000
-2.3%
2,206
+2.6%
0.01%
-12.5%
Q1 2018$86,000
-1.1%
2,1500.0%0.01%0.0%
Q4 2017$87,000
-1.1%
2,1500.0%0.01%
-11.1%
Q3 2017$88,000
+7.3%
2,1500.0%0.01%
+12.5%
Q2 2017$82,000
+39.0%
2,150
+30.3%
0.01%
+33.3%
Q1 2017$59,000
+22.9%
1,650
+13.8%
0.01%0.0%
Q4 2016$48,000
+2.1%
1,4500.0%0.01%0.0%
Q3 2016$47,000
-4.1%
1,450
-9.4%
0.01%
-14.3%
Q2 2016$49,000
-5.8%
1,6000.0%0.01%
-12.5%
Q1 2016$52,0001,6000.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Connacht Asset Management LP 899,600$31,297,00013.13%
Gradient Investments LLC 3,399,682$118,275,0003.45%
Allie Family Office LLC 89,647$3,119,0002.53%
Private Wealth Advisors, LLC 170,583$6,318,0002.33%
Gunma Bank,Ltd. 155,000$5,392,0002.28%
Upper Left Wealth Management, LLC 47,939$1,668,0001.93%
LFA - Lugano Financial Advisors SA 76,866$2,674,0001.87%
COURIER CAPITAL LLC 449,588$15,641,0001.83%
Money Design Co.,Ltd. 434,105$15,103,0001.13%
GFS Advisors, LLC 141,976$4,939,0001.11%
View complete list of SPDR INDEX SHS FDS shareholders