Geneos Wealth Management Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 232 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$27,313
-7.0%
7150.0%0.00%
-50.0%
Q2 2023$29,365
-44.5%
715
-44.4%
0.00%
-33.3%
Q1 2023$52,891
+0.6%
1,2850.0%0.00%0.0%
Q4 2022$52,557
-16.6%
1,285
-21.4%
0.00%
-25.0%
Q3 2022$63,000
-28.4%
1,635
-17.3%
0.00%0.0%
Q2 2022$88,000
-17.0%
1,9780.0%0.00%
-20.0%
Q1 2022$106,000
-4.5%
1,9780.0%0.01%
+25.0%
Q4 2021$111,000
+8.8%
1,9780.0%0.00%0.0%
Q3 2021$102,000
+21.4%
1,978
+21.0%
0.00%
+33.3%
Q2 2021$84,000
-86.1%
1,635
-86.4%
0.00%
-82.4%
Q1 2021$603,000
+761.4%
12,001
-5.3%
0.02%
+466.7%
Q4 2020$70,000
+22.8%
12,669
+753.1%
0.00%0.0%
Q3 2020$57,0000.0%1,4850.0%0.00%0.0%
Q2 2020$57,000
+7.5%
1,4850.0%0.00%
-25.0%
Q1 2020$53,000
-30.3%
1,4850.0%0.00%0.0%
Q4 2019$76,000
-16.5%
1,485
-15.7%
0.00%
-20.0%
Q3 2019$91,000
+4.6%
1,7620.0%0.01%0.0%
Q2 2019$87,000
+38.1%
1,762
+39.6%
0.01%
+25.0%
Q1 2019$63,000
-20.3%
1,262
-30.0%
0.00%
-33.3%
Q4 2018$79,000
-21.8%
1,803
-15.8%
0.01%
-14.3%
Q3 2018$101,000
+80.4%
2,141
+81.7%
0.01%
+75.0%
Q2 2018$56,000
+27.3%
1,178
+22.3%
0.00%0.0%
Q1 2018$44,000
-30.2%
963
-26.1%
0.00%
-33.3%
Q4 2017$63,000
+53.7%
1,303
+48.6%
0.01%
+50.0%
Q3 2017$41,000
+5.1%
877
+7.1%
0.00%0.0%
Q2 2017$39,000
+25.8%
819
+23.3%
0.00%
+33.3%
Q1 2017$31,000
-96.8%
664
-96.8%
0.00%
-97.7%
Q4 2016$969,000
-11.9%
20,697
-6.3%
0.13%
-13.5%
Q3 2016$1,100,000
-12.7%
22,099
-11.7%
0.15%
-19.1%
Q2 2016$1,260,000
-11.9%
25,024
-14.7%
0.18%
-16.4%
Q1 2016$1,430,00029,3270.22%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Sequoia Financial Advisors, LLC 1,240,045$59,565,0006.34%
Rinet Co LLC 309,511$14,891,0005.67%
St. Louis Trust Co 283,058$13,618,0004.55%
FC Advisory LLC 135,119$6,501,0004.23%
USAdvisors Wealth Management, LLC 105,856$5,092,0003.85%
McKinley Carter Wealth Services, Inc. 218,706$10,522,0003.39%
JFS WEALTH ADVISORS, LLC 239,932$11,543,0003.04%
PDS Planning, Inc 63,940$3,076,0003.03%
C-J Advisory, Inc. 83,131$3,999,0002.80%
Dakota Wealth Management 141,160$6,791,0001.89%
View complete list of SPDR INDEX SHS FDS shareholders