Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 265 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,763,173
+18.0%
25,501
+22.3%
0.09%
+16.7%
Q2 2023$1,493,872
+5.1%
20,850
+0.4%
0.08%
-9.3%
Q1 2023$1,421,532
+41.0%
20,770
+34.6%
0.09%
+41.0%
Q4 2022$1,007,928
+7.5%
15,426
-0.8%
0.06%
-6.2%
Q3 2022$938,000
+6.0%
15,556
+8.3%
0.06%
+47.7%
Q2 2022$885,000
-14.8%
14,360
+2.5%
0.04%
-2.2%
Q1 2022$1,039,000
-10.2%
14,009
-1.3%
0.04%
+2.3%
Q4 2021$1,157,000
+23.6%
14,200
+15.9%
0.04%
+22.2%
Q3 2021$936,000
-1.9%
12,247
-0.0%
0.04%
-2.7%
Q2 2021$954,000
-4.1%
12,250
-3.7%
0.04%
+32.1%
Q1 2021$995,000
+20.3%
12,723
-2.2%
0.03%
-15.2%
Q4 2020$827,000
+46.9%
13,015
+29.3%
0.03%
+13.8%
Q3 2020$563,000
+4.6%
10,065
-2.6%
0.03%
-3.3%
Q2 2020$538,000
+26.9%
10,333
+2.1%
0.03%
+7.1%
Q1 2020$424,000
-24.4%
10,118
+3.0%
0.03%
-6.7%
Q4 2019$561,000
+14.3%
9,822
+6.6%
0.03%
+3.4%
Q3 2019$491,000
-3.2%
9,212
-1.5%
0.03%
-6.5%
Q2 2019$507,000
+2.2%
9,357
-1.0%
0.03%
-6.1%
Q1 2019$496,000
+45.0%
9,453
+25.0%
0.03%
+32.0%
Q4 2018$342,000
-5.0%
7,561
+17.3%
0.02%
+4.2%
Q3 2018$360,000
+15.8%
6,444
+11.6%
0.02%0.0%
Q2 2018$311,000
+11.9%
5,775
+225.9%
0.02%0.0%
Q1 2018$278,000
-2.8%
1,772
-3.9%
0.02%
-7.7%
Q4 2017$286,000
+67.3%
1,843
+58.3%
0.03%
+52.9%
Q3 2017$171,000
+3.0%
1,1640.0%0.02%0.0%
Q2 2017$166,000
+22.1%
1,164
+18.9%
0.02%
+21.4%
Q1 2017$136,000
+615.8%
979
+579.9%
0.01%
+366.7%
Q4 2016$19,000
+26.7%
144
+19.0%
0.00%
+50.0%
Q3 2016$15,000
+7.1%
1210.0%0.00%0.0%
Q2 2016$14,0000.0%1210.0%0.00%0.0%
Q1 2016$14,0001210.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
FAS Wealth Partners, Inc. 590,783$35,654,0003.96%
ETFIDEA, LLC 122,900$7,417,0153.82%
Clarus Wealth Advisors 82,101$5,104,0003.64%
NorthRock Partners, LLC 515,130$31,088,0003.61%
SHAKESPEARE WEALTH MANAGEMENT, INC. 139,091$8,394,0003.54%
LTG Capital LLC 14,815$893,0003.51%
CLARK FINANCIAL SERVICES GROUP INC /BD 45,796$2,764,0002.91%
DENVER WEALTH MANAGEMENT, INC. 46,407$2,801,0002.65%
FIRST NATIONAL TRUST CO 726,309$43,833,0002.56%
Diligent Investors, LLC 104,003$6,277,0002.24%
View complete list of SPDR SER TR shareholders