Geneos Wealth Management Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EDIV and the CUSIP is 78463X533. A total of 78 filers reported holding SPDR INDEX SHS FDS in Q3 2021. 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$72,872
+4.7%
2,4470.0%0.00%0.0%
Q2 2023$69,617
+8.6%
2,4470.0%0.00%0.0%
Q1 2023$64,087
+9.1%
2,4470.0%0.00%0.0%
Q4 2022$58,728
-64.4%
2,447
-67.4%
0.00%
-63.6%
Q3 2022$165,000
-14.1%
7,4970.0%0.01%
+22.2%
Q2 2022$192,000
+242.9%
7,497
+285.1%
0.01%
+350.0%
Q1 2022$56,000
-1.8%
1,9470.0%0.00%0.0%
Q4 2021$57,0000.0%1,9470.0%0.00%0.0%
Q3 2021$57,000
-1.7%
1,9470.0%0.00%0.0%
Q2 2021$58,000
-1.7%
1,947
-1.9%
0.00%0.0%
Q1 2021$59,000
+5.4%
1,984
+4.4%
0.00%0.0%
Q4 2020$56,000
+24.4%
1,9000.0%0.00%0.0%
Q3 2020$45,000
-4.3%
1,9000.0%0.00%
-33.3%
Q2 2020$47,000
+17.5%
1,9000.0%0.00%0.0%
Q1 2020$40,000
-33.3%
1,9000.0%0.00%0.0%
Q4 2019$60,000
+1.7%
1,900
-4.3%
0.00%
-25.0%
Q3 2019$59,000
+436.4%
1,986
+396.5%
0.00%
+300.0%
Q3 2016$11,000
+10.0%
4000.0%0.00%0.0%
Q2 2016$10,0000.0%4000.0%0.00%
-50.0%
Q1 2016$10,0004000.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Old Port Advisors 126,606$3,206,0001.24%
Karp Capital Management Corp 174,929$4,531,0000.80%
Relative Value Partners Group, LLC 204,629$5,208,0000.39%
WealthShield Partners, LLC 67,442$1,747,0000.35%
SC&H Financial Advisors, Inc. 22,739$589,0000.28%
Samalin Investment Counsel, LLC 11,980$310,0000.22%
Asset Dedication, LLC 53,361$1,376,0000.20%
FINANCIAL ADVISORY PARTNERS, LLC 16,575$429,2930.18%
AE Wealth Management LLC 627,891$16,262,0000.13%
JUNCTURE WEALTH STRATEGIES, LLC 9,963$258,0000.13%
View complete list of SPDR INDEX SHS FDS shareholders