Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 66 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$43,849
-20.3%
6500.0%0.00%
-33.3%
Q2 2023$54,997
-2.4%
6500.0%0.00%0.0%
Q1 2023$56,349
+5.7%
6500.0%0.00%0.0%
Q4 2022$53,307
+6.6%
650
+8.3%
0.00%0.0%
Q3 2022$50,000
-2.0%
600
-7.7%
0.00%0.0%
Q2 2022$51,000
-22.7%
650
-12.2%
0.00%0.0%
Q1 2022$66,000
+13.8%
740
+13.8%
0.00%
+50.0%
Q4 2021$58,000
+13.7%
650
+20.4%
0.00%0.0%
Q3 2021$51,000
+2.0%
540
+12.5%
0.00%0.0%
Q2 2021$50,0000.0%4800.0%0.00%
+100.0%
Q1 2021$50,000
+22.0%
480
+26.3%
0.00%
-50.0%
Q4 2020$41,0003800.00%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 50,876$4,322,0002.65%
WealthCare Investment Partners, LLC 11,669$991,0000.82%
Eagle Strategies LLC 18,231$1,549,0000.81%
Stonebridge Financial Planning Group, LLC 12,587$1,069,0000.75%
Seven Springs Wealth Group, LLC 15,649$1,330,0000.72%
Exchange Capital Management, Inc. 27,039$2,297,0000.53%
Founders Capital Management 6,227$529,0000.43%
Better Money Decisions, LLC 4,225$359,0000.35%
Concord Wealth Partners 9,518$809,0000.26%
USAdvisors Wealth Management, LLC 5,557$472,0000.24%
View complete list of SPDR SER TR shareholders