Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 146 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$8,629
-33.6%
96
-8.6%
0.00%
Q3 2021$13,0000.0%1050.0%0.00%
-100.0%
Q2 2021$13,000
-13.3%
105
-15.3%
0.00%
Q1 2021$15,000
+7.1%
1240.0%0.00%
-100.0%
Q4 2020$14,000
+55.6%
124
+18.1%
0.00%
Q3 2020$9,000
+12.5%
1050.0%0.00%
Q2 2020$8,000
+14.3%
1050.0%0.00%
Q1 2020$7,000
-22.2%
1050.0%0.00%
Q4 2019$9,000
+12.5%
1050.0%0.00%
Q3 2019$8,0000.0%1050.0%0.00%
Q2 2019$8,0000.0%1050.0%0.00%
-100.0%
Q1 2019$8,000
+14.3%
105
-1.9%
0.00%0.0%
Q4 2018$7,000
-22.2%
107
+1.9%
0.00%0.0%
Q3 2018$9,000
+12.5%
1050.0%0.00%0.0%
Q2 2018$8,000
+14.3%
1050.0%0.00%0.0%
Q1 2018$7,000
+16.7%
1050.0%0.00%0.0%
Q4 2017$6,000
-68.4%
105
-65.6%
0.00%
-50.0%
Q3 2017$19,000
+5.6%
3050.0%0.00%0.0%
Q2 2017$18,000
+5.9%
3050.0%0.00%0.0%
Q1 2017$17,000
+13.3%
3050.0%0.00%0.0%
Q4 2016$15,000
+200.0%
305
+190.5%
0.00%
+100.0%
Q3 2016$5,0001050.00%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 47,540$5,326,0005.14%
PACIFIC SUN FINANCIAL CORP 20,227$2,266,0001.24%
Royal Fund Management, LLC 59,587$6,676,0000.97%
Certified Advisory Corp 36,382$4,076,0000.87%
Blackston Financial Advisory Group, LLC 7,946$994,0000.65%
Integrity Financial Corp /WA 5,703$639,0000.52%
NTV ASSET MANAGEMENT LLC 26,590$2,979,0000.50%
Bell Rock Capital LLC 4,568$495,0000.46%
MEANS INVESTMENT CO., INC. 22,052$2,471,0000.45%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 54,776$6,091,0000.42%
View complete list of SPDR SER TR shareholders