Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 316 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$1,369
+36.9%
300.0%0.00%
Q3 2022$1,0000.0%300.0%0.00%
Q2 2022$1,000
-95.0%
30
-92.4%
0.00%
-100.0%
Q1 2021$20,000
-47.4%
397
-46.8%
0.00%
-50.0%
Q2 2020$38,000
+2.7%
7460.0%0.00%0.0%
Q1 2020$37,0000.0%7460.0%0.00%0.0%
Q4 2019$37,0000.0%7460.0%0.00%0.0%
Q3 2019$37,0000.0%7460.0%0.00%0.0%
Q2 2019$37,000
+2.8%
7460.0%0.00%0.0%
Q1 2019$36,000
+2.9%
7460.0%0.00%
-33.3%
Q4 2018$35,0000.0%7460.0%0.00%
+50.0%
Q3 2018$35,0000.0%7460.0%0.00%
-33.3%
Q2 2018$35,0000.0%7460.0%0.00%0.0%
Q1 2018$35,000
-2.8%
7460.0%0.00%0.0%
Q4 2017$36,0000.0%7460.0%0.00%
-25.0%
Q3 2017$36,000
+260.0%
746
+231.6%
0.00%
+300.0%
Q2 2017$10,0000.0%2250.0%0.00%0.0%
Q1 2017$10,000
-85.5%
225
-84.6%
0.00%
-88.9%
Q4 2016$69,000
+430.8%
1,459
+432.5%
0.01%
+350.0%
Q3 2016$13,000
-48.0%
274
-45.2%
0.00%
-50.0%
Q2 2016$25,000
-68.4%
500
-69.2%
0.00%
-66.7%
Q1 2016$79,0001,6260.01%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
RITHOLTZ WEALTH MANAGEMENT 552,328$27,694,0004.73%
Private Wealth Group, LLC 82,026$4,113,0003.74%
Alliance Wealth Management Group 145,378$7,289,0003.57%
Financial Engines Advisors L.L.C. 10,685,694$548,606,0003.21%
Wealthfront Advisers LLC 5,704,091$286,003,0002.48%
BSW Wealth Partners 115,021$5,767,0002.18%
Towercrest Capital Management 145,378$7,289,0002.06%
NICOLET ADVISORY SERVICES, LLC 256,633$12,868,0001.96%
NewSquare Capital LLC 213,253$10,693,0001.95%
CX Institutional 221,702$11,116,0001.76%
View complete list of SPDR SER TR shareholders