Spdr Ser Tr shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Spdr Ser Tr
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Quarterly reported holdings in Spdr Ser Tr by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1k | 65 | 63.58 |
| 2025-06-30 | $3.8k | 65 | 58.55 |
| 2025-03-31 | $37k | 695 | 53.50 |
| 2024-12-31 | $13k | 237 | 56.48 |
| 2024-09-30 | $13k | 229 | 55.76 |
| 2024-06-30 | $12k | 229 | 53.10 |
| 2024-03-31 | $11k | 225 | 50.64 |
| 2023-12-31 | $8.2k | 178 | 46.20 |
| 2023-09-30 | $5.2k | 125 | 41.49 |
| 2023-06-30 | $50k | 1.2k | 43.05 |
| 2023-03-31 | $46k | 1.2k | 39.43 |
| 2022-12-31 | $43k | 1.2k | 36.66 |
| 2022-09-30 | $39k | 1.1k | 34.03 |
| 2022-06-30 | $41k | 1.1k | 35.78 |
| 2022-03-31 | $5.0k | 125 | 40.00 |
| 2021-12-31 | $5.0k | 125 | 40.00 |