Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is CNRG and the CUSIP is 78468R655. A total of 2 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2023
NameSharesValueWeighting ↓
Founders Capital Management 301$21,5940.02%
OPTIMUM INVESTMENT ADVISORS 350$25,1090.01%
View complete list of SPDR SER TR shareholders