Geneos Wealth Management Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 1 filers reported holding SPDR INDEX SHS FDS in Q4 2023. 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$111,083
-7.2%
3,376
-3.0%
0.01%0.0%
Q2 2023$119,695
+0.6%
3,481
+0.3%
0.01%
-14.3%
Q1 2023$118,999
+629.1%
3,471
+587.3%
0.01%
+600.0%
Q4 2022$16,322
+16.6%
5050.0%0.00%0.0%
Q3 2022$14,000
-50.0%
505
-39.9%
0.00%0.0%
Q2 2022$28,000
-12.5%
8400.0%0.00%0.0%
Q1 2022$32,000
-15.8%
840
-15.2%
0.00%0.0%
Q4 2021$38,000
+2.7%
9900.0%0.00%0.0%
Q3 2021$37,000
-5.1%
9900.0%0.00%
-50.0%
Q2 2021$39,000
+2.6%
9900.0%0.00%
+100.0%
Q1 2021$38,0000.0%9900.0%0.00%
-50.0%
Q4 2020$38,000
+15.2%
9900.0%0.00%0.0%
Q3 2020$33,000
+3.1%
9900.0%0.00%0.0%
Q2 2020$32,000
+10.3%
9900.0%0.00%0.0%
Q1 2020$29,000
-25.6%
9900.0%0.00%0.0%
Q4 2019$39,000
-56.2%
990
-56.8%
0.00%
-60.0%
Q3 2019$89,000
-1.1%
2,2900.0%0.01%
-16.7%
Q2 2019$90,000
+3.4%
2,2900.0%0.01%0.0%
Q1 2019$87,000
+190.0%
2,290
+158.8%
0.01%
+200.0%
Q4 2018$30,000
-9.1%
8850.0%0.00%0.0%
Q3 2018$33,0000.0%8850.0%0.00%
-33.3%
Q2 2018$33,000
-5.7%
8850.0%0.00%0.0%
Q1 2018$35,000
-2.8%
8850.0%0.00%0.0%
Q4 2017$36,000
+2.9%
8850.0%0.00%0.0%
Q3 2017$35,000
+2.9%
8850.0%0.00%0.0%
Q2 2017$34,000
+3.0%
8850.0%0.00%0.0%
Q1 2017$33,000
+32.0%
885
+25.5%
0.00%0.0%
Q4 2016$25,000
-37.5%
705
-36.2%
0.00%
-40.0%
Q3 2016$40,000
+2.6%
1,1050.0%0.01%
-16.7%
Q2 2016$39,000
+2.6%
1,1050.0%0.01%0.0%
Q1 2016$38,0001,1050.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Beta Wealth Group, Inc. 90,348$3,431,0002.48%
American Institute for Advanced Investment Management, LLP 43,687$1,699,0001.14%
SUTTON PLACE INVESTORS LLC 25,000$972,0001.12%
Towerpoint Wealth, LLC 55,998$2,177,0001.03%
Mount Lucas Management LP 60,848$2,366,0000.68%
Allen Capital Group, LLC 87,872$3,416,0000.42%
Coastline Trust Co 85,990$3,343,0000.38%
BRANDYWINE OAK PRIVATE WEALTH LLC 74,326$2,889,0000.32%
MORRIS FINANCIAL CONCEPTS, INC. 9,686$377,0000.31%
Evergreen Wealth Solutions, LLC 8,734$340,0000.31%
View complete list of SPDR INDEX SHS FDS shareholders