Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is HAIL and the CUSIP is 78468R689. A total of 58 filers reported holding SPDR SER TR in Q3 2021. 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$4,631
-7.7%
1500.0%0.00%
Q2 2023$5,016
+5.2%
1500.0%0.00%
Q1 2023$4,770
+7.9%
1500.0%0.00%
Q4 2022$4,419
+10.5%
1500.0%0.00%
Q3 2022$4,000
-66.7%
150
-57.1%
0.00%
-100.0%
Q2 2022$12,000
-25.0%
3500.0%0.00%0.0%
Q1 2022$16,000
-93.7%
350
-92.4%
0.00%
-90.0%
Q4 2021$254,000
+0.4%
4,6150.0%0.01%0.0%
Q3 2021$253,000
-3.4%
4,615
+7.4%
0.01%0.0%
Q2 2021$262,000
+39.4%
4,297
+38.0%
0.01%
+100.0%
Q1 2021$188,000
+9.3%
3,113
+7.9%
0.01%
-28.6%
Q4 2020$172,0002,8860.01%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Founders Capital Management 22,126$1,212,0000.83%
VALLEY NATIONAL ADVISERS INC 38,168$2,090,0000.38%
NWAM LLC 35,059$1,920,0000.17%
PSI Advisors, LLC 5,717$313,0000.14%
Laidlaw Wealth Management LLC 9,139$500,0000.13%
RETIREMENT CAPITAL STRATEGIES 5,895$323,0000.12%
OPTIMUM INVESTMENT ADVISORS 3,093$169,0000.07%
Gladstone Institutional Advisory LLC 8,633$4730.05%
Tidal Investments LLC 20,844$1,141,0000.04%
Fort Point Capital Partners LLC 4,775$261,0000.04%
View complete list of SPDR SER TR shareholders