Geneos Wealth Management Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 235,707 shares of SPEM stock, worth $8.8 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
235,707
Previous 186,765 26.21%
Holding current value
$8.8 Million
Previous $7.04 Million 38.29%
% of portfolio
0.37%
Previous 0.31%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$36.02 - $41.68 $1.76 Million - $2.04 Million
48,942 Added 26.21%
235,707 $9.73 Million
Q2 2024

Jul 23, 2024
BUY
$35.3 - $38.79 $580,402 - $637,785
16,442 Added 9.65%
186,765 $7.04 Million
Q1 2024

May 03, 2024
BUY
$33.69 - $36.47 $607,194 - $657,298
18,023 Added 11.83%
170,323 $6.16 Million
Q4 2023

Jan 26, 2024
BUY
$32.26 - $35.46 $243,530 - $267,687
7,549 Added 5.22%
152,300 $5.39 Million
Q3 2023

Oct 11, 2023
BUY
$33.36 - $36.37 $294,235 - $320,783
8,820 Added 6.49%
144,751 $4.86 Million
Q2 2023

Aug 08, 2023
BUY
$33.2 - $35.75 $323,500 - $348,348
9,744 Added 7.72%
135,931 $4.67 Million
Q1 2023

Apr 25, 2023
BUY
$32.49 - $36.44 $660,846 - $741,189
20,340 Added 19.22%
126,187 $4.31 Million
Q4 2022

Jan 30, 2023
BUY
$30.18 - $34.51 $273,068 - $312,246
9,048 Added 9.35%
105,847 $3.49 Million
Q3 2022

Nov 14, 2022
BUY
$31.04 - $35.55 $347,492 - $397,982
11,195 Added 13.08%
96,799 $3 Million
Q2 2022

Jul 22, 2022
BUY
$33.85 - $40.03 $781,528 - $924,212
23,088 Added 36.93%
85,604 $0
Q1 2022

May 16, 2022
BUY
$35.69 - $43.02 $625,717 - $754,226
17,532 Added 38.97%
62,516 $2.42 Million
Q4 2021

Feb 09, 2022
BUY
$40.07 - $44.51 $489,455 - $543,689
12,215 Added 37.28%
44,984 $1.87 Million
Q3 2021

Nov 09, 2021
BUY
$41.44 - $45.27 $148,023 - $161,704
3,572 Added 12.23%
32,769 $1.39 Million
Q2 2021

Jul 08, 2021
SELL
$42.87 - $46.35 $16.5 Million - $17.8 Million
-384,907 Reduced 92.95%
29,197 $1.32 Million
Q1 2021

Jun 17, 2021
BUY
$42.41 - $47.37 $848,920 - $948,205
20,017 Added 5.08%
414,104 $18.4 Million
Q4 2020

May 19, 2021
BUY
$36.44 - $42.49 $13.6 Million - $15.8 Million
372,529 Added 1728.03%
394,087 $1.08 Million
Q3 2020

Sep 07, 2021
BUY
$33.84 - $37.9 $5,279 - $5,912
156 Added 0.73%
21,558 $768,000
Q2 2020

Sep 07, 2021
BUY
$27.38 - $34.3 $149,522 - $187,312
5,461 Added 34.26%
21,402 $713,000
Q1 2020

Sep 07, 2021
SELL
$25.76 - $38.65 $71,406 - $107,137
-2,772 Reduced 14.81%
15,941 $443,000
Q4 2019

Sep 07, 2021
BUY
$33.84 - $38.03 $23,992 - $26,963
709 Added 3.94%
18,713 $704,000
Q3 2019

Sep 07, 2021
BUY
$34.28 - $35.36 $2,948 - $3,040
86 Added 0.48%
18,004 $617,000
Q2 2019

Sep 07, 2021
SELL
N/A
-76,282 Reduced 80.98%
17,918 $641,000
Q1 2019

Sep 07, 2021
BUY
N/A
1,576 Added 1.7%
94,200 $3.37 Million
Q4 2018

Sep 07, 2021
BUY
N/A
1,361 Added 1.49%
92,624 $3.01 Million
Q3 2018

Sep 07, 2021
BUY
N/A
87,367 Added 2242.48%
91,263 $3.18 Million
Q2 2018

Sep 07, 2021
BUY
N/A
1,043 Added 36.56%
3,896 $137,000
Q1 2018

Sep 07, 2021
BUY
N/A
657 Added 29.92%
2,853 $112,000
Q4 2017

Sep 07, 2021
BUY
N/A
2,196
2,196 $83,000

Others Institutions Holding SPEM

# of Institutions
814
Shares Held
194M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
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More about SPEM
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