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
Tip: Access up to 7 years of quarterly data
All positions including Spdr Ser Tr held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr Ser Tr by Geneos Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |