Geneos Wealth Management Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. 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$4,859,295
+4.0%
144,751
+6.5%
0.25%
+2.0%
Q2 2023$4,673,312
+8.5%
135,931
+7.7%
0.24%
-6.5%
Q1 2023$4,306,748
+23.4%
126,187
+19.2%
0.26%
+24.2%
Q4 2022$3,488,703
+16.1%
105,847
+9.3%
0.21%
+1.9%
Q3 2022$3,004,000
+1.5%
96,799
+13.1%
0.21%
+41.8%
Q2 2022$2,959,000
+22.5%
85,604
+36.9%
0.15%
+40.4%
Q1 2022$2,415,000
+29.4%
62,516
+39.0%
0.10%
+46.5%
Q4 2021$1,866,000
+33.9%
44,984
+37.3%
0.07%
+34.0%
Q3 2021$1,394,000
+5.6%
32,769
+12.2%
0.05%
+3.9%
Q2 2021$1,320,000
-92.8%
29,197
-92.9%
0.05%
-90.1%
Q1 2021$18,386,000
+1597.7%
414,104
+5.1%
0.51%
+1093.0%
Q4 2020$1,083,000
+41.0%
394,087
+1728.0%
0.04%
+7.5%
Q3 2020$768,000
+7.7%
21,558
+0.7%
0.04%0.0%
Q2 2020$713,000
+60.9%
21,402
+34.3%
0.04%
+33.3%
Q1 2020$443,000
-37.1%
15,941
-14.8%
0.03%
-21.1%
Q4 2019$704,000
+14.1%
18,713
+3.9%
0.04%
+2.7%
Q3 2019$617,000
-3.7%
18,004
+0.5%
0.04%
-7.5%
Q2 2019$641,000
-81.0%
17,918
-81.0%
0.04%
-82.0%
Q1 2019$3,368,000
+12.0%
94,200
+1.7%
0.22%0.0%
Q4 2018$3,006,000
-5.4%
92,624
+1.5%
0.22%
+4.7%
Q3 2018$3,178,000
+2219.7%
91,263
+2242.5%
0.21%
+1827.3%
Q2 2018$137,000
+22.3%
3,896
+36.6%
0.01%
+10.0%
Q1 2018$112,000
+34.9%
2,853
+29.9%
0.01%
+42.9%
Q4 2017$83,0002,1960.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 873,458$29,321,98516.99%
McNamara Financial Services, Inc. 1,380,959$46,358,79111.57%
Sterneck Capital Management, LLC 314,176$10,546,8947.05%
CAPITAL WEALTH MANAGEMENT, LLC 378,514$12,706,7156.97%
Brown Financial Advisory 212,260$7,125,5696.31%
Brooklyn FI, LLC 329,786$11,070,9045.96%
Financial Strategies Group, Inc. 554,278$18,584,9555.86%
Horizon Investments, LLC 5,424,701$182,107,2135.54%
Stadion Money Management, LLC 1,929,170$64,762,2375.36%
Better Money Decisions, LLC 166,268$5,581,6154.91%
View complete list of SPDR INDEX SHS FDS shareholders