Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 60 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,186
-89.6%
125
-89.2%
0.00%
-100.0%
Q2 2023$49,895
+9.2%
1,1590.0%0.00%0.0%
Q1 2023$45,699
+7.6%
1,1590.0%0.00%0.0%
Q4 2022$42,489
+8.9%
1,159
+1.1%
0.00%0.0%
Q3 2022$39,000
-4.9%
1,1460.0%0.00%
+50.0%
Q2 2022$41,000
+720.0%
1,146
+816.8%
0.00%
Q1 2022$5,0000.0%1250.0%0.00%
Q4 2021$5,0001250.00%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
FLAGSHIP HARBOR ADVISORS, LLC 35,157$1,299,0000.15%
Merriman Wealth Management, LLC 33,056$1,221,0000.14%
Keystone Financial Group 15,061$557,0000.11%
Baltimore-Washington Financial Advisors, Inc. 21,333$788,0000.08%
BerganKDV Wealth Management, LLC 6,822$252,0000.03%
RAYMOND JAMES & ASSOCIATES 23,760$878,0000.00%
RMR Wealth Builders 78$3,0000.00%
OSAIC HOLDINGS, INC. 10$00.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
LPL Financial LLC 8,662$320,0000.00%
View complete list of SPDR SER TR shareholders