Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 263 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,916,259
-5.3%
77,144
-1.5%
0.10%
-6.6%
Q2 2023$2,023,722
+5.1%
78,317
+8.5%
0.11%
-9.4%
Q1 2023$1,925,615
+10.7%
72,202
+7.0%
0.12%
+11.4%
Q4 2022$1,738,968
+8.1%
67,507
+6.5%
0.10%
-5.4%
Q3 2022$1,608,000
+5.7%
63,408
+15.8%
0.11%
+48.0%
Q2 2022$1,521,000
+15.6%
54,773
+25.9%
0.08%
+31.6%
Q1 2022$1,316,000
+31.7%
43,497
+37.1%
0.06%
+50.0%
Q4 2021$999,000
+61.1%
31,733
+58.9%
0.04%
+58.3%
Q3 2021$620,000
+21.8%
19,967
+22.0%
0.02%
+20.0%
Q2 2021$509,000
-40.8%
16,372
-41.2%
0.02%
-16.7%
Q1 2021$860,000
+149.3%
27,855
+2.1%
0.02%
+71.4%
Q4 2020$345,000
+139.6%
27,285
+483.6%
0.01%
+100.0%
Q3 2020$144,000
+65.5%
4,675
+60.4%
0.01%
+40.0%
Q2 2020$87,000
+107.1%
2,915
+101.7%
0.01%
+66.7%
Q1 2020$42,000
+110.0%
1,445
+99.3%
0.00%
+200.0%
Q4 2019$20,0007250.00%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 5,781,017$174,934,00013.02%
Treasure Coast Financial Planning 330,955$10,015,0007.68%
Prentice Wealth Management LLC 506,673$15,340,0007.37%
Valtinson Bruner Financial Planning LLC 314,442$9,235,0005.29%
Rinkey Investments 174,318$5,006,0004.95%
LINCOLN NATIONAL CORP 7,688,087$232,642,0004.81%
DRIVE WEALTH MANAGEMENT, LLC 187,931$5,687,0004.80%
UBP Investment Advisors SA 167,040$12,850,0004.78%
Stadion Money Management, LLC 2,347,926$71,048,0004.04%
Bridge Advisory, LLC 301,173$9,113,0003.98%
View complete list of SPDR SER TR shareholders