Geneos Wealth Management Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is QEMM and the CUSIP is 78463X426. A total of 1 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$84,118
-1.4%
1,557
+1.2%
0.00%0.0%
Q2 2023$85,316
+1.0%
1,539
+1.3%
0.00%
-20.0%
Q1 2023$84,441
+398.6%
1,519
+379.2%
0.01%
+400.0%
Q4 2022$16,937
-66.1%
317
-67.8%
0.00%
-66.7%
Q3 2022$50,000
-9.1%
9850.0%0.00%0.0%
Q2 2022$55,000
-12.7%
9850.0%0.00%0.0%
Q1 2022$63,000
-4.5%
9850.0%0.00%0.0%
Q4 2021$66,0000.0%9850.0%0.00%0.0%
Q3 2021$66,000
-10.8%
985
-6.6%
0.00%0.0%
Q2 2021$74,000
+2.8%
1,0550.0%0.00%
+50.0%
Q1 2021$72,000
+1.4%
1,0550.0%0.00%
-33.3%
Q4 2020$71,000
+22.4%
1,0550.0%0.00%0.0%
Q3 2020$58,000
+5.5%
1,0550.0%0.00%0.0%
Q2 2020$55,0000.0%1,055
-12.4%
0.00%
-25.0%
Q1 2020$55,000
-56.7%
1,205
-42.1%
0.00%
-42.9%
Q4 2019$127,000
-8.0%
2,082
-14.4%
0.01%
-12.5%
Q3 2019$138,000
+30.2%
2,433
+35.2%
0.01%
+14.3%
Q2 2019$106,000
+10.4%
1,800
+10.8%
0.01%
+16.7%
Q1 2019$96,000
+18.5%
1,625
+8.4%
0.01%0.0%
Q4 2018$81,000
-1.2%
1,499
+8.2%
0.01%
+20.0%
Q3 2018$82,0001,3850.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
OmniStar Financial Group, Inc. 13,029$705,6210.84%
APPLETON PARTNERS INC/MA 31,007$1,6750.15%
CABOT WEALTH MANAGEMENT INC 15,278$8250.13%
Capital Advisors, Ltd. LLC 7,869$4250.06%
SENTINEL PENSION ADVISORS INC 4,479$241,9520.06%
KWB Wealth 4,370$242,2260.04%
ASPIRIANT, LLC 13,292$718,0060.04%
Lutz Financial Services LLC 5,120$276,5690.03%
Advisory Services Network, LLC 15,915$859,6950.02%
Asset Dedication, LLC 1,942$1040.01%
View complete list of SPDR INDEX SHS FDS shareholders