Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is HAIL and the CUSIP is 78468R689. A total of 57 filers reported holding SPDR SER TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
Founders Capital Management 10,960$377,0000.30%
VALLEY NATIONAL ADVISERS INC 15,346$565,0000.12%
Laidlaw Wealth Management LLC 16,876$581,0000.12%
NWAM LLC 33,884$1,202,0000.11%
OPTIMUM INVESTMENT ADVISORS 3,093$106,0000.05%
Riverview Trust Co 1,621$56,0000.05%
BCR Wealth Strategies, LLC 846$29,0000.03%
Gladstone Institutional Advisory LLC 9,813$3380.03%
PSI Advisors, LLC 1,573$54,0000.03%
Tower Research Capital LLC (TRC) 32,012$1,102,0000.02%
View complete list of SPDR SER TR shareholders