Spdr S&p 500 Etf shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf 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 S&p 500 Etf by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $93M | 159k | 586.08 |
| 2024-09-30 | $92M | 161k | 573.76 |
| 2024-06-30 | $88M | 161k | 544.22 |
| 2024-03-31 | $56M | 107k | 523.07 |
| 2023-12-31 | $56M | 117k | 475.31 |
| 2023-09-30 | $54M | 125k | 427.48 |
| 2023-06-30 | $58M | 131k | 443.28 |
| 2023-03-31 | $44M | 108k | 409.39 |
| 2022-12-31 | $33M | 87k | 382.43 |
| 2022-09-30 | $37M | 102k | 357.17 |
| 2022-06-30 | $50M | 130k | 381.24 |
| 2022-03-31 | $46M | 102k | 451.63 |
| 2021-12-31 | $65M | 137k | 476.00 |
| 2021-09-30 | $44M | 100k | 434.50 |
| 2021-06-30 | $40M | 92k | 433.72 |
| 2021-03-31 | $51M | 122k | 417.14 |
| 2020-12-31 | $45M | 123k | 363.62 |
| 2020-09-30 | $35M | 105k | 328.92 |
| 2020-06-30 | $30M | 99k | 299.03 |
| 2020-03-31 | $23M | 91k | 253.96 |
| 2019-12-31 | $37M | 115k | 322.86 |
| 2019-09-30 | $35M | 117k | 295.39 |
| 2019-06-30 | $33M | 111k | 293.00 |
| 2019-03-31 | $36M | 127k | 282.35 |
| 2018-12-31 | $41M | 165k | 249.08 |
| 2018-09-30 | $42M | 145k | 290.94 |
| 2018-06-30 | $27M | 98k | 271.85 |
| 2018-03-31 | $17M | 64k | 263.55 |
| 2017-12-31 | $16M | 59k | 266.85 |
| 2017-09-30 | $14M | 54k | 252.05 |
| 2017-06-30 | $12M | 49k | 242.44 |
| 2017-03-31 | $8.8M | 37k | 238.80 |
| 2016-12-31 | $7.6M | 34k | 223.53 |
| 2016-09-30 | $6.4M | 29k | 216.30 |
| 2016-06-30 | $6.2M | 30k | 209.89 |
| 2016-03-31 | $7.3M | 35k | 206.89 |