Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. 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 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$85,990
-96.8%
644
-96.7%
0.00%
-97.2%
Q2 2023$2,709,983
-3.5%
19,273
-6.1%
0.14%
-17.0%
Q1 2023$2,808,641
+68925.3%
20,531
+68336.7%
0.17%
Q4 2022$4,069
+35.6%
300.0%0.00%
Q3 2022$3,0000.0%300.0%0.00%
Q2 2022$3,000
-25.0%
300.0%0.00%
Q1 2022$4,000
-99.5%
30
-99.5%
0.00%
-100.0%
Q4 2021$833,000
+16560.0%
5,520
+13700.0%
0.03%
Q3 2021$5,0000.0%400.0%0.00%
Q2 2021$5,000
-96.1%
40
-95.9%
0.00%
-100.0%
Q1 2021$128,000
+2460.0%
9650.0%0.00%
Q4 2020$5,000
-50.0%
965
+865.0%
0.00%
-100.0%
Q3 2020$10,000
+11.1%
1000.0%0.00%0.0%
Q2 2020$9,0000.0%1000.0%0.00%0.0%
Q1 2020$9,000
-10.0%
100
+4.2%
0.00%0.0%
Q4 2019$10,0000.0%960.0%0.00%0.0%
Q3 2019$10,0000.0%960.0%0.00%0.0%
Q2 2019$10,000
+233.3%
96
+166.7%
0.00%
Q1 2019$3,0000.0%360.0%0.00%
Q4 2018$3,0000.0%360.0%0.00%
Q3 2018$3,000
-92.7%
36
-92.1%
0.00%
-100.0%
Q4 2017$41,0004580.00%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Blue Sky Asset Management, LLC 23,439$2,540,00011.03%
ARQ WEALTH ADVISORS, LLC 43,394$4,703,0004.53%
MACROVIEW INVESTMENT MANAGEMENT LLC 10,678$1,157,0001.98%
Harvest Investment Services, LLC 18,926$2,051,0001.18%
Royal Fund Management, LLC 39,465$4,276,0001.09%
AdvisorNet Financial, Inc 95,818$10,384,0000.89%
Darwin Wealth Management, LLC 36,259$3,929,0000.85%
CREATIVE FINANCIAL DESIGNS INC /ADV 29,206$3,165,0000.78%
RIVERSEDGE ADVISORS, LLC 13,602$1,474,0000.78%
Baltimore-Washington Financial Advisors, Inc. 52,136$5,650,0000.73%
View complete list of SPDR SER TR shareholders