Geneos Wealth Management Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 2 filers reported holding SPDR INDEX SHS FDS in Q4 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$18,667
-9.4%
785
-5.6%
0.00%0.0%
Q2 2023$20,609
-2.5%
832
+3.5%
0.00%0.0%
Q1 2023$21,129
-2.3%
804
-0.5%
0.00%0.0%
Q4 2022$21,630
+35.2%
808
+18.1%
0.00%0.0%
Q3 2022$16,000
-11.1%
684
+3.6%
0.00%0.0%
Q2 2022$18,000
-30.8%
660
-13.6%
0.00%0.0%
Q1 2022$26,000
+44.4%
764
+43.9%
0.00%0.0%
Q4 2021$18,000
-28.0%
531
-25.6%
0.00%0.0%
Q3 2021$25,000
+4.2%
714
+7.5%
0.00%0.0%
Q2 2021$24,000
+4.3%
664
+0.6%
0.00%0.0%
Q1 2021$23,000
+4.5%
6600.0%0.00%0.0%
Q4 2020$22,000
+37.5%
660
+16.6%
0.00%0.0%
Q3 2020$16,000
+33.3%
566
+29.5%
0.00%0.0%
Q2 2020$12,000
+33.3%
437
+19.4%
0.00%0.0%
Q1 2020$9,000
-50.0%
366
-18.7%
0.00%
-50.0%
Q1 2018$18,000
-21.7%
450
-21.1%
0.00%0.0%
Q4 2017$23,000
-4.2%
570
-10.8%
0.00%0.0%
Q3 2017$24,0000.0%6390.0%0.00%0.0%
Q2 2017$24,000
-22.6%
639
-24.5%
0.00%
-33.3%
Q1 2017$31,000
+3.3%
8460.0%0.00%
-25.0%
Q4 2016$30,000
-46.4%
846
-37.7%
0.00%
-50.0%
Q3 2016$56,0000.0%1,3580.0%0.01%0.0%
Q2 2016$56,000
+64.7%
1,358
+60.5%
0.01%
+60.0%
Q1 2016$34,0008460.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
MD Financial Management Inc. 2,315,724$61,992,0003.83%
Alhambra Investment Management LLC 64,453$1,725,0002.83%
JOYN Advisors, Inc. 222,165$5,947,0001.98%
BlueSky Wealth Advisors, LLC 155,081$4,152,0001.53%
Schoolcraft Capital LLC 56,336$1,508,1040.92%
FFT WEALTH MANAGEMENT LLC 108,053$2,893,0000.85%
Walkner Condon Financial Advisors LLC 28,591$765,0000.82%
Colorado Capital Management, Inc. 31,027$830,0000.77%
FIFTH THIRD SECURITIES, INC. 31,699$849,0000.77%
One Capital Management, LLC 162,510$4,350,0000.74%
View complete list of SPDR INDEX SHS FDS shareholders