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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

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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
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