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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in SPDR Barclays Cptl Shrt Term Corp Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Cptl Shrt Term Corp Bd ETF 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 Barclays Cptl Shrt Term Corp Bd ETF by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $9.8M 329k 29.70
2024-03-31 $9.2M 310k 29.77
2023-12-31 $9.2M 310k 29.78
2023-09-30 $10M 347k 29.32
2023-06-30 $9.9M 335k 29.44
2023-03-31 $9.2M 312k 29.63
2022-12-31 $8.5M 289k 29.38
2022-09-30 $3.8M 129k 29.22
2022-06-30 $2.8M 94k 29.80
2022-03-31 $2.0M 67k 30.12
2021-12-31 $1.8M 57k 30.95
2021-09-30 $1.1M 34k 31.23
2021-06-30 $841k 27k 31.25
2021-03-31 $16M 514k 31.33
2020-12-31 $532k 523k 1.02
2020-09-30 $187k 6.0k 31.23
2020-06-30 $178k 5.7k 31.18
2020-03-31 $174k 5.8k 30.01
2019-12-31 $116k 3.8k 30.79
2019-09-30 $54k 1.8k 30.59
2019-06-30 $54k 1.8k 30.59
2019-03-31 $34k 1.1k 30.28
2018-12-31 $11k 385 28.57
2018-09-30 $11k 385 28.57
2018-06-30 $28k 953 29.38
2018-03-31 $11k 385 28.57
2017-12-31 $11k 385 28.57
2017-09-30 $11k 385 28.57
2017-06-30 $11k 385 28.57
2017-03-31 $11k 385 28.57
2016-12-31 $11k 385 28.57
2016-09-30 $11k 385 28.57
2016-06-30 $2.8M 93k 30.77
2016-03-31 $2.4M 80k 30.61

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

Creative Planning
Jpmorgan Chase & Co
ValMark Advisers
LPL Financial
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
State Street Corporation
Huntington National Bank
Advisory Alpha
Tiaa Trust, National Association
Renaissance Technologies
Wells Fargo & Company
Bank of Nova Scotia
Goldman Sachs Group

View all funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF