Geneos Wealth Management Inc. Spdr Portfolio Short Term Trea Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 11,023 shares of SPTS stock, worth $319,997. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,023
Previous 11,068 0.41%
Holding current value
$319,997
Previous $325,000 1.85%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$28.88 - $29.33 $1,299 - $1,319
-45 Reduced 0.41%
11,023 $319,000
Q3 2024

Nov 14, 2024
SELL
$28.75 - $29.46 $70,868 - $72,618
-2,465 Reduced 18.21%
11,068 $325,000
Q2 2024

Jul 23, 2024
SELL
$28.65 - $28.88 $27,561 - $27,782
-962 Reduced 6.64%
13,533 $390,000
Q1 2024

May 03, 2024
SELL
$28.84 - $29.16 $871,804 - $881,477
-30,229 Reduced 67.59%
14,495 $419,000
Q4 2023

Jan 26, 2024
BUY
$28.59 - $29.06 $85,026 - $86,424
2,974 Added 7.12%
44,724 $1.3 Million
Q3 2023

Oct 11, 2023
BUY
$28.66 - $28.88 $110,111 - $110,956
3,842 Added 10.14%
41,750 $1.2 Million
Q2 2023

Aug 08, 2023
SELL
$28.78 - $29.3 $236,542 - $240,816
-8,219 Reduced 17.82%
37,908 $1.09 Million
Q1 2023

Apr 25, 2023
BUY
$28.64 - $29.36 $745,413 - $764,152
26,027 Added 129.49%
46,127 $1.35 Million
Q4 2022

Jan 30, 2023
BUY
$28.7 - $29.07 $324,310 - $328,491
11,300 Added 128.41%
20,100 $580,000
Q3 2022

Nov 14, 2022
BUY
$28.84 - $29.57 $18,746 - $19,220
650 Added 7.98%
8,800 $254,000
Q2 2022

Jul 22, 2022
SELL
$29.16 - $29.7 $182,250 - $185,625
-6,250 Reduced 43.4%
8,150 $0
Q1 2022

May 16, 2022
SELL
$29.62 - $30.41 $369,598 - $379,455
-12,478 Reduced 46.42%
14,400 $426,000
Q4 2021

Feb 09, 2022
BUY
$30.42 - $30.64 $48,732 - $49,085
1,602 Added 6.34%
26,878 $817,000
Q3 2021

Nov 09, 2021
BUY
$30.62 - $30.7 $132,768 - $133,115
4,336 Added 20.71%
25,276 $774,000
Q2 2021

Jul 08, 2021
SELL
$30.62 - $30.7 $964,989 - $967,510
-31,515 Reduced 60.08%
20,940 $641,000
Q1 2021

Jun 17, 2021
BUY
$30.64 - $30.7 $79,664 - $79,820
2,600 Added 5.22%
52,455 $1.61 Million
Q4 2020

May 19, 2021
BUY
$30.65 - $30.71 $1.03 Million - $1.03 Million
33,665 Added 207.94%
49,855 $642,000
Q3 2020

Sep 07, 2021
SELL
$30.69 - $30.73 $750,861 - $751,840
-24,466 Reduced 60.18%
16,190 $497,000
Q2 2020

Sep 07, 2021
SELL
$30.66 - $30.74 $1.37 Million - $1.38 Million
-44,792 Reduced 52.42%
40,656 $1.25 Million
Q1 2020

Sep 07, 2021
BUY
$29.96 - $30.72 $2.56 Million - $2.62 Million
85,448 New
85,448 $2.62 Million
Q4 2017

Sep 07, 2021
SELL
N/A
-2,825 Closed
0 $0
Q1 2016

Sep 07, 2021
BUY
N/A
2,825
2,825 $86,000

Others Institutions Holding SPTS

# of Institutions
400
Shares Held
176M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM TREA

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