Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,775,977
-0.3%
154,715
+3.4%
0.40%
-2.0%
Q2 2023$7,798,166
+28.5%
149,648
+18.8%
0.41%
+10.9%
Q1 2023$6,067,471
+12.5%
126,012
+5.1%
0.37%
+12.5%
Q4 2022$5,391,751
+13.1%
119,870
+5.6%
0.33%
-0.3%
Q3 2022$4,767,000
+1.7%
113,549
+8.5%
0.33%
+41.4%
Q2 2022$4,688,000
+26.0%
104,648
+49.4%
0.23%
+45.0%
Q1 2022$3,720,000
+23.7%
70,023
+29.9%
0.16%
+39.1%
Q4 2021$3,008,000
+38.4%
53,886
+26.6%
0.12%
+38.6%
Q3 2021$2,174,000
+9.1%
42,573
+8.9%
0.08%
+6.4%
Q2 2021$1,993,000
-96.5%
39,086
-96.6%
0.08%
-95.1%
Q1 2021$56,623,000
+3476.9%
1,154,645
+4.0%
1.58%
+2368.8%
Q4 2020$1,583,000
+27.7%
1,110,737
+3358.8%
0.06%0.0%
Q3 2020$1,240,000
+26.4%
32,113
+15.3%
0.06%
+16.4%
Q2 2020$981,000
+144.6%
27,841
+106.6%
0.06%
+103.7%
Q1 2020$401,000
+69.9%
13,474
+116.2%
0.03%
+107.7%
Q4 2019$236,000
+26.2%
6,233
+15.3%
0.01%
+18.2%
Q3 2019$187,000
+28.1%
5,408
+27.8%
0.01%
+22.2%
Q2 2019$146,000
+4.3%
4,2330.0%0.01%0.0%
Q1 2019$140,000
-12.5%
4,233
-23.6%
0.01%
-25.0%
Q4 2018$160,000
-0.6%
5,543
+16.9%
0.01%
+9.1%
Q3 2018$161,000
+36.4%
4,743
+27.9%
0.01%
+22.2%
Q2 2018$118,000
+15.7%
3,708
+12.3%
0.01%0.0%
Q1 2018$102,0003,3030.01%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Private Wealth Group, LLC 1,007,617$50,713,00033.55%
Peterson Wealth Advisors, LLC 1,864,845$93,858,00033.29%
New Perspectives, Inc 750,902$37,793,00029.35%
Stadion Money Management, LLC 11,555,716$581,599,00029.32%
AFFINIA FINANCIAL GROUP, LLC 791,974$40,882,00024.64%
Brown Financial Advisory 560,543$28,212,00023.52%
CCG WEALTH MANAGEMENT, LLC 407,760$20,523,00015.94%
Lloyd Advisory Services, LLC. 624,763$31,449,00015.89%
Clear Perspective Advisors, LLC 844,100$42,484,00014.75%
KWB Wealth 1,473,254$68,668,00013.17%
View complete list of SPDR SER TR shareholders