Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 262 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,138,397
-2.2%
32,969
+3.8%
0.11%
-3.5%
Q2 2023$2,185,393
+6.8%
31,774
+2.6%
0.11%
-8.1%
Q1 2023$2,045,993
+37.0%
30,962
+34.1%
0.12%
+37.8%
Q4 2022$1,493,841
+12.2%
23,082
+0.2%
0.09%
-2.2%
Q3 2022$1,332,000
-6.1%
23,041
-0.6%
0.09%
+31.4%
Q2 2022$1,419,000
-13.4%
23,187
-0.4%
0.07%0.0%
Q1 2022$1,638,000
+17.6%
23,277
+18.7%
0.07%
+32.1%
Q4 2021$1,393,000
+33.9%
19,604
+27.4%
0.05%
+32.5%
Q3 2021$1,040,000
-0.7%
15,384
-0.2%
0.04%
-2.4%
Q2 2021$1,047,000
-0.4%
15,422
+0.5%
0.04%
+41.4%
Q1 2021$1,051,000
+17.2%
15,346
-1.0%
0.03%
-19.4%
Q4 2020$897,000
+79.8%
15,496
+31.4%
0.04%
+38.5%
Q3 2020$499,000
+2.9%
11,794
-0.7%
0.03%
-3.7%
Q2 2020$485,000
+54.5%
11,876
+32.2%
0.03%
+28.6%
Q1 2020$314,000
-37.3%
8,985
-2.0%
0.02%
-22.2%
Q4 2019$501,000
+8.0%
9,166
+0.5%
0.03%
-3.6%
Q3 2019$464,000
+2.2%
9,121
+3.1%
0.03%0.0%
Q2 2019$454,000
+0.2%
8,847
-1.8%
0.03%
-6.7%
Q1 2019$453,000
+32.5%
9,007
+15.8%
0.03%
+20.0%
Q4 2018$342,000
-3.1%
7,780
+18.4%
0.02%
+4.2%
Q3 2018$353,000
+21.7%
6,572
+17.9%
0.02%
+4.3%
Q2 2018$290,000
+17.9%
5,574
+124.7%
0.02%
+9.5%
Q1 2018$246,000
+12.3%
2,481
+16.4%
0.02%
+5.0%
Q4 2017$219,000
+63.4%
2,132
+57.1%
0.02%
+53.8%
Q3 2017$134,000
+3.1%
1,3570.0%0.01%0.0%
Q2 2017$130,000
+41.3%
1,357
+41.1%
0.01%
+30.0%
Q1 2017$92,0009620.01%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
First Pacific Financial 342,476$22,213,0239.90%
Michael S. Ryan, Inc. 163,254$9,969,8979.52%
Lutz Financial Services LLC 607,312$39,390,2574.29%
NorthRock Partners, LLC 630,470$40,892,2834.27%
Retirement Group, LLC 140,957$9,142,4503.81%
ABLE Financial Group, LLC 116,806$7,576,0543.78%
Cordatus Wealth Management LLC 58,163$3,7723.45%
FAS Wealth Partners, Inc. 491,461$31,876,1293.41%
BENJAMIN F. EDWARDS & COMPANY, INC. 1,098,350$71,2392.74%
ERn Financial, LLC 193,153$12,527,9132.72%
View complete list of SPDR SER TR shareholders