Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 47 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2020$12,000
+9.1%
1030.0%0.00%0.0%
Q2 2020$11,000
+37.5%
1030.0%0.00%0.0%
Q1 2020$8,000
-20.0%
1030.0%0.00%0.0%
Q4 2019$10,000
+11.1%
1030.0%0.00%0.0%
Q3 2019$9,0000.0%1030.0%0.00%0.0%
Q2 2019$9,0000.0%1030.0%0.00%0.0%
Q1 2019$9,000
+28.6%
1030.0%0.00%0.0%
Q4 2018$7,000
-22.2%
1030.0%0.00%0.0%
Q3 2018$9,000
+12.5%
1030.0%0.00%0.0%
Q2 2018$8,000
+14.3%
1030.0%0.00%0.0%
Q1 2018$7,0000.0%1030.0%0.00%0.0%
Q4 2017$7,000
+16.7%
1030.0%0.00%0.0%
Q3 2017$6,0000.0%1030.0%0.00%0.0%
Q2 2017$6,0000.0%1030.0%0.00%0.0%
Q1 2017$6,000
+20.0%
1030.0%0.00%0.0%
Q4 2016$5,0001030.00%
Other shareholders
SPDR SER TR shareholders Q4 2018
NameSharesValueWeighting ↓
McGuire Investment Group, LLC 53,831$6,624,9811.32%
New Legacy Group, LLC 2,299$282,9380.80%
Caerus Investment Advisors, LLC 2,090$257,2160.30%
Kaizen Financial Strategies 2,056$253,0700.25%
Empowered Funds, LLC 33,948$4,177,9800.25%
Householder Group Estate & Retirement Specialist, LLC 4,656$5730.22%
Quantum Private Wealth, LLC 3,177$391,0110.21%
Fort Point Capital Partners LLC 10,309$1,268,6900.19%
Northeast Financial Consultants Inc 21,895$2,694,6180.17%
Beacon Financial Advisory LLC 2,079$255,8930.16%
View complete list of SPDR SER TR shareholders