Geneos Wealth Management Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 640 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$14,491,250
+1.8%
467,309
+6.8%
0.75%0.0%
Q2 2023$14,241,235
+13.6%
437,653
+12.1%
0.75%
-2.0%
Q1 2023$12,539,815
+30.1%
390,405
+20.3%
0.76%
+30.3%
Q4 2022$9,637,914
+28.5%
324,618
+11.7%
0.58%
+13.2%
Q3 2022$7,500,000
-5.3%
290,729
+6.0%
0.52%
+32.0%
Q2 2022$7,921,000
+1.0%
274,179
+19.8%
0.39%
+16.0%
Q1 2022$7,842,000
+22.4%
228,776
+30.3%
0.34%
+38.1%
Q4 2021$6,405,000
+28.9%
175,591
+28.3%
0.24%
+28.4%
Q3 2021$4,970,000
+11.3%
136,818
+13.4%
0.19%
+9.2%
Q2 2021$4,467,000
-84.0%
120,615
-84.3%
0.17%
-77.7%
Q1 2021$27,987,000
+670.8%
768,049
+4.1%
0.78%
+434.9%
Q4 2020$3,631,000
+101.7%
737,605
+1086.7%
0.15%
+57.0%
Q3 2020$1,800,000
+11.5%
62,156
+5.5%
0.09%
+3.3%
Q2 2020$1,614,000
+68.3%
58,903
+45.2%
0.09%
+40.6%
Q1 2020$959,000
-16.3%
40,560
+11.1%
0.06%
+4.9%
Q4 2019$1,146,000
+11.0%
36,495
+3.4%
0.06%
-1.6%
Q3 2019$1,032,000
+5.2%
35,295
+6.4%
0.06%
+1.6%
Q2 2019$981,000
+19.1%
33,182
+17.5%
0.06%
+13.0%
Q1 2019$824,000
+71.7%
28,243
+54.9%
0.05%
+50.0%
Q4 2018$480,000
-2.4%
18,230
+13.9%
0.04%
+9.1%
Q3 2018$492,000
+28.5%
16,006
+26.8%
0.03%
+10.0%
Q2 2018$383,000
+3.8%
12,620
+7.4%
0.03%
-6.2%
Q1 2018$369,000
+200.0%
11,750
+202.1%
0.03%
+190.9%
Q4 2017$123,000
+310.0%
3,890
+289.0%
0.01%
+266.7%
Q3 2017$30,000
+3.4%
1,0000.0%0.00%0.0%
Q2 2017$29,000
+7.4%
1,0000.0%0.00%0.0%
Q1 2017$27,000
+8.0%
1,0000.0%0.00%0.0%
Q4 2016$25,000
-3.8%
1,0000.0%0.00%
-25.0%
Q3 2016$26,000
+4.0%
1,0000.0%0.00%0.0%
Q2 2016$25,0000.0%1,0000.0%0.00%0.0%
Q1 2016$25,0001,0000.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 906,206$30,584,00017.37%
TRUEFG, LLC 797,298$26,909,00016.12%
McNamara Financial Services, Inc. 1,307,732$38,264,00012.96%
WALLER FINANCIAL PLANNING GROUP, INC 1,083,509$36,568,00011.40%
Stadion Money Management, LLC 9,133,512$308,256,00011.23%
Financial Strategies Group, Inc. 566,798$19,129,00010.66%
Brown Financial Advisory 354,055$11,949,00010.59%
IAG Wealth Partners, LLC 729,708$24,628,00010.06%
Baystate Wealth Management LLC 2,578,949$87,040,0009.92%
Advisory Alpha, LLC 1,408,270$47,529,0009.71%
View complete list of SPDR INDEX SHS FDS shareholders