Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$13,956,317
+9.1%
235,430
+12.3%
0.72%
+7.3%
Q2 2023$12,789,047
+25.8%
209,622
+14.2%
0.67%
+8.6%
Q1 2023$10,162,777
+38.7%
183,576
+26.9%
0.62%
+39.0%
Q4 2022$7,329,106
+6.8%
144,644
+5.6%
0.44%
-5.9%
Q3 2022$6,860,000
+7.5%
136,931
+13.0%
0.47%
+49.8%
Q2 2022$6,381,000
-5.5%
121,203
+18.8%
0.32%
+8.6%
Q1 2022$6,754,000
-2.8%
102,018
+6.5%
0.29%
+9.8%
Q4 2021$6,945,000
+21.1%
95,833
+8.1%
0.26%
+20.0%
Q3 2021$5,737,000
+4.2%
88,692
+3.1%
0.22%
+2.3%
Q2 2021$5,505,000
-65.9%
86,002
-67.9%
0.22%
-52.3%
Q1 2021$16,141,000
+227.1%
267,902
-1.9%
0.45%
+127.8%
Q4 2020$4,935,000
+96.1%
272,990
+432.4%
0.20%
+52.3%
Q3 2020$2,517,000
+21.4%
51,279
+7.9%
0.13%
+13.0%
Q2 2020$2,073,000
+35.4%
47,522
+8.5%
0.12%
+11.7%
Q1 2020$1,531,000
+5.6%
43,790
+27.2%
0.10%
+33.8%
Q4 2019$1,450,000
+6.5%
34,436
-2.3%
0.08%
-4.9%
Q3 2019$1,362,000
+3.4%
35,241
+3.6%
0.08%
-1.2%
Q2 2019$1,317,000
+2.7%
34,024
-1.3%
0.08%
-3.5%
Q1 2019$1,283,000
+38.6%
34,484
+19.7%
0.08%
+23.2%
Q4 2018$926,000
+1.2%
28,815
+20.3%
0.07%
+13.1%
Q3 2018$915,000
+99.8%
23,947
+83.6%
0.06%
+69.4%
Q2 2018$458,000
+8.0%
13,046
+3.0%
0.04%
-2.7%
Q1 2018$424,000
+218.8%
12,666
+212.2%
0.04%
+208.3%
Q4 2017$133,0004,0570.01%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 387,373$22,963,46120.47%
RESTON WEALTH MANAGEMENT LLC 676,946$40,129,37720.26%
Leicht Financial Planning & Wealth Management, Inc. 494,463$29,311,78218.09%
Cordatus Wealth Management LLC 332,341$19,70118.00%
Boyd Wealth Management, LLC 445,284$26,396,43617.74%
DESTINY CAPITAL SECURITIES CORPORATION 329,340$19,523,27315.84%
Focused Wealth Management, Inc 1,396,507$82,784,93614.62%
ERTS Wealth Advisors, LLC 989,431$58,653,47414.12%
Compton Financial Group, LLC 613,318$36,357,44113.81%
Willis Johnson & Associates, Inc. 2,270,571$134,599,44813.80%
View complete list of SPDR SER TR shareholders