Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 93 filers reported holding SPDR SER TR in Q4 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$14,450
-32.2%
170
-29.8%
0.00%0.0%
Q2 2023$21,306
-7.9%
242
-13.3%
0.00%0.0%
Q1 2023$23,129
+5.2%
2790.0%0.00%0.0%
Q4 2022$21,982
+9.9%
2790.0%0.00%0.0%
Q3 2022$20,000
-35.5%
279
-31.6%
0.00%
-50.0%
Q2 2022$31,000
-43.6%
408
-32.2%
0.00%0.0%
Q1 2022$55,000
-8.3%
602
+2.0%
0.00%0.0%
Q4 2021$60,0000.0%5900.0%0.00%0.0%
Q3 2021$60,000
+20.0%
590
+20.4%
0.00%0.0%
Q2 2021$50,000
+4.2%
4900.0%0.00%
+100.0%
Q1 2021$48,000
+100.0%
490
+89.9%
0.00%0.0%
Q4 2020$24,000
+41.2%
258
+12.7%
0.00%0.0%
Q3 2020$17,000
+30.8%
229
+14.5%
0.00%0.0%
Q2 2020$13,0002000.00%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Fingerlakes Wealth Management, Inc. 5,117$450,4890.52%
Laurel Wealth Planning LLC 7,393$6510.46%
Mendel Capital Management LLC 4,065$357,8810.29%
WCG Wealth Advisors LLC 22,325$1,9620.23%
KilterHowling LLC 2,790$245,6000.21%
ALBION FINANCIAL GROUP /UT 26,810$2,360,3530.21%
US FINANCIAL ADVISORS, LLC 4,138$364,3120.16%
Bell Investment Advisors, Inc 7,424$653,5830.14%
MCIA Inc 2,404$217,2830.08%
Aprio Wealth Management, LLC 3,278$288,6190.08%
View complete list of SPDR SER TR shareholders