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Spdr Ser Tr shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr (SPDG) 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
2025-09-30 $8.0k 200 40.20
2025-06-30 $7.8k 200 38.83
2025-03-31 $7.6k 200 37.84

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Spdr Ser Tr

Concord Wealth Partners
Concord Asset Management
Cambridge Investment Research Advisors
Bank of Marin
Meridian Financial
Geneos Wealth Management
1 North Wealth Services
Advisor Group Holdings

View all funds holding Spdr Ser Tr