Geneos Wealth Management Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475. A total of 100 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$31,859
-3.5%
6310.0%0.00%0.0%
Q2 2023$33,027
-13.7%
631
-17.7%
0.00%0.0%
Q1 2023$38,250
+6.9%
7670.0%0.00%0.0%
Q4 2022$35,765
-96.0%
767
-96.3%
0.00%
-96.7%
Q3 2022$887,000
-4.5%
20,752
+3.3%
0.06%
+32.6%
Q2 2022$929,000
-90.0%
20,087
-88.2%
0.05%
-88.5%
Q1 2022$9,307,000
+1.2%
169,853
+6.8%
0.40%
+14.3%
Q4 2021$9,201,000
+369.0%
159,077
+347.4%
0.35%
+366.7%
Q3 2021$1,962,000
-0.1%
35,553
+1.2%
0.08%
-2.6%
Q2 2021$1,963,000
-72.9%
35,131
-73.6%
0.08%
-61.9%
Q1 2021$7,248,000
+3.9%
133,099
+0.5%
0.20%
-27.9%
Q4 2020$6,977,000
+24.6%
132,424
+0.9%
0.28%
-3.4%
Q3 2020$5,601,000
+10.1%
131,237
+0.2%
0.29%
+2.5%
Q2 2020$5,085,000
+14.8%
130,924
-1.0%
0.28%
-5.0%
Q1 2020$4,431,000
-21.7%
132,193
+0.5%
0.30%
-1.3%
Q4 2019$5,662,000131,4950.30%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 378,464$19,108,6636.95%
Barden Capital Management, Inc. 91,425$4,616,0574.49%
UNIQUE WEALTH, LLC 132,837$6,706,9642.80%
Syntal Capital Partners, LLC 58,069$2,931,9192.28%
Advance Capital Management, Inc. 453,849$22,914,8172.12%
Sequoia Financial Advisors, LLC 1,326,794$66,989,8521.17%
ACT WEALTH MANAGEMENT, LLC 34,013$1,717,3301.15%
FINANCIAL CONSULATE, INC 38,441$1,940,8870.86%
INTERACTIVE FINANCIAL ADVISORS, INC. 21,058$1,063,2220.72%
LVW Advisors, LLC 68,132$3,439,9850.71%
View complete list of SPDR INDEX SHS FDS shareholders