Spdr Series Trust equity shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Spdr Series Trust equity (IBND) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Spdr Series Trust equity
Tip: Access up to 7 years of quarterly data
All positions including Spdr Series Trust equity held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr Series Trust equity by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $43k | 1.5k | 28.72 |
| 2024-03-31 | $44k | 1.5k | 29.11 |
| 2023-12-31 | $45k | 1.5k | 29.93 |
| 2023-09-30 | $41k | 1.5k | 27.13 |
| 2023-06-30 | $43k | 1.5k | 28.38 |
| 2023-03-31 | $43k | 1.5k | 28.54 |
| 2022-12-31 | $42k | 1.5k | 27.72 |
| 2022-09-30 | $37k | 1.5k | 24.67 |
| 2022-06-30 | $42k | 1.5k | 28.00 |
| 2022-03-31 | $47k | 1.5k | 31.33 |
| 2021-12-31 | $51k | 1.5k | 34.00 |
| 2021-09-30 | $53k | 1.5k | 35.33 |
| 2021-06-30 | $18k | 500 | 36.00 |
| 2021-03-31 | $2.7M | 73k | 36.67 |
| 2020-12-31 | $16k | 70k | 0.23 |
| 2020-09-30 | $9.0k | 280 | 32.14 |
| 2020-06-30 | $9.0k | 280 | 32.14 |
| 2020-03-31 | $8.0k | 280 | 28.57 |
| 2019-12-31 | $28k | 836 | 33.49 |
| 2019-09-30 | $27k | 836 | 32.30 |
| 2019-06-30 | $28k | 836 | 33.49 |
| 2019-03-31 | $27k | 836 | 32.30 |
| 2018-12-31 | $18k | 556 | 32.37 |
| 2018-09-30 | $18k | 556 | 32.37 |
| 2018-06-30 | $18k | 556 | 32.37 |
| 2018-03-31 | $2.0k | 56 | 35.71 |
| 2017-12-31 | $999 | 56 | 17.86 |
| 2017-09-30 | $999 | 56 | 17.86 |
| 2017-06-30 | $999 | 56 | 17.86 |
| 2017-03-31 | $4.0k | 156 | 25.64 |
| 2016-12-31 | $4.0k | 156 | 25.64 |
| 2016-09-30 | $5.0k | 156 | 32.05 |
| 2016-06-30 | $5.0k | 156 | 32.05 |
| 2016-03-31 | $5.0k | 156 | 32.05 |