Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is ONEY and the CUSIP is 78468R770. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.

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 2023
NameSharesValueWeighting ↓
LifePlan Financial Group, Inc 440$30,0000.02%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,065$817,0000.01%
UBS Group AG 761$52,0000.00%
PNC FINANCIAL SERVICES GROUP, INC. 45$3,0000.00%
BANK OF AMERICA CORP /DE/ 204$14,0000.00%
View complete list of SPDR SER TR shareholders