Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is ONEY and the CUSIP is 78468R770. A total of 85 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$54,852
-4.1%
6000.0%0.00%0.0%
Q2 2023$57,174
+1.0%
6000.0%0.00%0.0%
Q1 2023$56,586
+0.7%
6000.0%0.00%0.0%
Q4 2022$56,220
+14.7%
6000.0%0.00%0.0%
Q3 2022$49,000
-9.3%
6000.0%0.00%0.0%
Q2 2022$54,000
-10.0%
6000.0%0.00%0.0%
Q1 2022$60,0000.0%6000.0%0.00%
+50.0%
Q4 2021$60,000
+7.1%
6000.0%0.00%0.0%
Q3 2021$56,000
-1.8%
6000.0%0.00%0.0%
Q2 2021$57,000
+1.8%
6000.0%0.00%0.0%
Q1 2021$56,000
+3.7%
6000.0%0.00%0.0%
Q4 2020$54,000
+54.3%
6000.0%0.00%0.0%
Q3 2020$35,000
+6.1%
6000.0%0.00%0.0%
Q2 2020$33,000
+17.9%
6000.0%0.00%0.0%
Q1 2020$28,000
-37.8%
6000.0%0.00%0.0%
Q4 2019$45,0006000.00%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Alaska Permanent Fund Corp 5,617,235$523,313,00010.36%
Systelligence, LLC 114,057$10,626,0002.82%
RDA Financial Network 29,493$2,748,0001.21%
IHT Wealth Management, LLC 53,301$4,966,0000.40%
Atlas Private Wealth Advisors 7,409$690,0000.36%
XML Financial, LLC 24,841$2,314,0000.31%
IVC Wealth Advisors LLC 3,125$291,0000.20%
Insight Advisors, LLC/ PA 4,374$428,0000.13%
Larson Financial Group LLC 5,982$557,0000.11%
Wambolt & Associates, LLC 2,937$276,0000.11%
View complete list of SPDR SER TR shareholders