Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 81 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 13.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,026,105
+106.0%
109,721
+115.8%
0.16%
+102.6%
Q2 2023$1,468,692
+135.6%
50,855
+138.6%
0.08%
+102.6%
Q1 2023$623,435
+22.7%
21,314
+19.0%
0.04%
+22.6%
Q4 2022$508,286
+16.3%
17,910
+13.7%
0.03%
+3.3%
Q3 2022$437,000
+6.6%
15,751
+14.3%
0.03%
+50.0%
Q2 2022$410,000
+66.7%
13,781
+78.8%
0.02%
+81.8%
Q1 2022$246,000
+67.3%
7,708
+82.1%
0.01%
+83.3%
Q4 2021$147,000
+10.5%
4,232
+11.9%
0.01%
+20.0%
Q3 2021$133,000
+56.5%
3,782
+56.8%
0.01%
+66.7%
Q2 2021$85,000
+112.5%
2,412
+108.5%
0.00%
+200.0%
Q1 2021$40,000
-2.4%
1,157
-3.3%
0.00%
-50.0%
Q4 2020$41,000
+127.8%
1,197
+125.8%
0.00%
+100.0%
Q3 2020$18,0005300.00%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Melone Private Wealth, LLC 173,119$6,026,0004.53%
Stadion Money Management, LLC 1,098,548$38,240,0002.00%
ECLECTIC ASSOCIATES INC /ADV 60,203$2,096,0001.34%
Wealthstar Advisors, LLC 98,640$3,437,0001.18%
Advisor Resource Council 268,016$9,329,0000.73%
Good Life Advisors, LLC 145,469$5,064,0000.61%
Donald L. Hagan, LLC 29,831$1,038,0000.54%
Collaborative Wealth Managment Inc. 25,869$901,0000.49%
ST GERMAIN D J CO INC 239,047$8,321,0000.46%
Empowered Funds, LLC 100,968$3,515,0000.40%
View complete list of SPDR SER TR shareholders