Spdr Series spdr bofa crss shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Spdr Series spdr bofa crss
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Quarterly reported holdings in Spdr Series spdr bofa crss by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $444k | 19k | 23.94 |
| 2025-06-30 | $4.9M | 206k | 23.80 |
| 2025-03-31 | $6.3M | 267k | 23.42 |
| 2024-12-31 | $1.9M | 81k | 23.47 |
| 2024-09-30 | $1.7M | 69k | 24.05 |
| 2024-06-30 | $92k | 4.0k | 23.23 |
| 2024-03-31 | $101k | 4.3k | 23.46 |
| 2023-12-31 | $223k | 9.5k | 23.38 |
| 2023-09-30 | $145k | 6.5k | 22.42 |
| 2023-06-30 | $145k | 6.3k | 22.84 |
| 2023-03-31 | $9.2k | 400 | 22.98 |
| 2022-12-31 | $8.9k | 400 | 22.34 |
| 2022-06-30 | $12k | 568 | 21.13 |
| 2022-03-31 | $14k | 568 | 24.65 |
| 2021-12-31 | $15k | 568 | 26.41 |
| 2021-09-30 | $15k | 568 | 26.41 |
| 2021-06-30 | $15k | 568 | 26.41 |
| 2021-03-31 | $15k | 568 | 26.41 |
| 2020-12-31 | $15k | 568 | 26.41 |
| 2020-09-30 | $14k | 568 | 24.65 |