Geneos Wealth Management Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is QEFA and the CUSIP is 78463X434. A total of 111 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,810,920
-16.4%
41,929
-12.8%
0.14%
-17.6%
Q2 2023$3,363,781
-0.7%
48,109
-1.6%
0.18%
-14.6%
Q1 2023$3,387,738
+6154.5%
48,871
+5683.6%
0.21%
+6766.7%
Q4 2022$54,165
-27.8%
845
-37.2%
0.00%
-40.0%
Q3 2022$75,000
-23.5%
1,345
-14.9%
0.01%0.0%
Q2 2022$98,000
-14.0%
1,5800.0%0.01%0.0%
Q1 2022$114,000
-46.0%
1,580
-42.8%
0.01%
-37.5%
Q4 2021$211,000
+78.8%
2,760
+74.7%
0.01%
+60.0%
Q3 2021$118,000
-0.8%
1,580
+0.6%
0.01%0.0%
Q2 2021$119,000
+3.5%
1,5700.0%0.01%
+66.7%
Q1 2021$115,000
+0.9%
1,5700.0%0.00%
-40.0%
Q4 2020$114,000
+40.7%
1,570
+17.6%
0.01%
+25.0%
Q3 2020$81,000
-22.1%
1,335
-24.7%
0.00%
-33.3%
Q2 2020$104,000
+15.6%
1,773
+3.5%
0.01%0.0%
Q1 2020$90,000
+15.4%
1,713
+46.4%
0.01%
+50.0%
Q4 2019$78,000
+6.8%
1,1700.0%0.00%0.0%
Q3 2019$73,0000.0%1,1700.0%0.00%
-20.0%
Q2 2019$73,000
+1.4%
1,1700.0%0.01%0.0%
Q1 2019$72,000
+9.1%
1,1700.0%0.01%0.0%
Q4 2018$66,000
-61.4%
1,170
-56.2%
0.01%
-54.5%
Q3 2018$171,000
+128.0%
2,670
+122.5%
0.01%
+83.3%
Q2 2018$75,000
-2.6%
1,2000.0%0.01%
-14.3%
Q1 2018$77,000
-1.3%
1,2000.0%0.01%0.0%
Q4 2017$78,0001,2000.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
SimpliFi, Inc. 344,749$21,319,00010.62%
Financial Enhancement Group LLC 221,929$13,724,0003.18%
Element Wealth, LLC 41,656$2,576,0002.75%
CORRADO ADVISORS, LLC 33,817$2,091,0001.74%
Financial Strategies Group, Inc. 30,428$1,882,0001.27%
Andesa Financial Management Inc. 47,904$2,962,0001.22%
STRINGER ASSET MANAGEMENT, LLC 17,268$1,068,0001.18%
Syntal Capital Partners, LLC 37,622$2,326,0001.05%
Outlook Wealth Advisors, LLC 34,695$2,146,0000.85%
FIRST HAWAIIAN BANK 257,661$15,934,0000.82%
View complete list of SPDR INDEX SHS FDS shareholders