Geneos Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 3 filers reported holding SPDR SER TR in Q4 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$2,260
-72.5%
125
-71.9%
0.00%
Q2 2023$8,215
-3.0%
4450.0%0.00%
-100.0%
Q1 2023$8,468
+87.3%
445
+81.6%
0.00%
Q4 2022$4,520
-95.3%
245
-95.4%
0.00%
-100.0%
Q3 2022$97,000
-18.5%
5,345
-12.4%
0.01%
+16.7%
Q2 2022$119,000
-5.6%
6,1000.0%0.01%
+20.0%
Q1 2022$126,000
-1.6%
6,1000.0%0.01%0.0%
Q4 2021$128,0000.0%6,1000.0%0.01%0.0%
Q3 2021$128,0000.0%6,1000.0%0.01%0.0%
Q2 2021$128,0000.0%6,1000.0%0.01%
+25.0%
Q1 2021$128,000
+0.8%
6,1000.0%0.00%
-20.0%
Q4 2020$127,000
+21.0%
6,100
+19.6%
0.01%0.0%
Q3 2020$105,000
+1.9%
5,1000.0%0.01%
-16.7%
Q2 2020$103,000
+3.0%
5,1000.0%0.01%
-14.3%
Q1 2020$100,000
+1.0%
5,1000.0%0.01%
+40.0%
Q4 2019$99,0005,1000.01%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
ODonnell Financial Services, LLC 550,877$10,031,00034.93%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 338,541$6,165,0005.81%
Continuum Advisory, LLC 1,303,547$23,738,0004.19%
SIGNET FINANCIAL MANAGEMENT, LLC 1,020,410$18,582,0003.64%
Capital Analysts, LLC 2,849,907$51,897,0003.58%
Good Life Advisors, LLC 1,251,469$22,789,0003.36%
Shorepoint Capital Partners LLC 309,135$5,629,0002.69%
Aspire Private Capital, LLC 328,143$5,975,0002.27%
Brio Consultants, LLC 572,480$10,522,0002.22%
Fermata Advisors, LLC 339,318$6,179,0002.01%
View complete list of SPDR SER TR shareholders