Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is ONEY and the CUSIP is 78468R770. A total of 86 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
Horizon Wealth Management, LLC 176,624$15,741,0006.52%
Alaska Permanent Fund Corp 5,107,235$455,157,0006.50%
Systelligence, LLC 149,372$13,312,0003.86%
Aspire Wealth Management Corp 42,504$3,788,0003.49%
IHT Wealth Management, LLC 265,629$23,673,0002.09%
Crumly & Associates Inc. 48,709$4,341,0001.80%
RDA Financial Network 32,377$2,885,0001.46%
Collaborative Wealth Managment Inc. 10,239$912,0000.60%
XML Financial, LLC 26,332$2,347,0000.53%
Arkadios Wealth Advisors 38,350$3,418,0000.51%
View complete list of SPDR SER TR shareholders