Geneos Wealth Management Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 7,778 shares of SDY stock, worth $1.04 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,778

Previous 12,715 38.83%

Holding current value

$1.04 Million

Previous $1.73 Million 38.84%

% of portfolio

0.04%

Previous 0.05%

38 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$128.74 - $138.67 $635,589 - $684,613	-4,937 Reduced 38.83%	7,778 $1.06 Million
Q1 2025 May 07, 2025	BUY	$128.74 - $138.67 $643,828 - $693,488	5,001 Added 64.83%	12,715 $1.73 Million
Q4 2024 Jan 21, 2025	SELL	$131.66 - $144.0 $13,034 - $14,256	-99 Reduced 1.27%	7,714 $1.02 Million
Q3 2024 Nov 14, 2024	SELL	$125.95 - $142.04 $36,147 - $40,765	-287 Reduced 3.54%	7,813 $1.11 Million
Q2 2024 Jul 23, 2024	SELL	$124.6 - $132.46 $2,242 - $2,384	-18 Reduced 0.22%	8,100 $1.03 Million
Q1 2024 May 03, 2024	SELL	$122.28 - $131.24 $83,639 - $89,768	-684 Reduced 7.77%	8,118 $1.07 Million
Q4 2023 Jan 26, 2024	SELL	$110.2 - $125.58 $483,227 - $550,668	-4,385 Reduced 33.25%	8,802 $1.1 Million
Q3 2023 Oct 11, 2023	SELL	$115.01 - $127.58 $61,300 - $68,000	-533 Reduced 3.88%	13,187 $1.52 Million
Q2 2023 Aug 08, 2023	BUY	$117.3 - $124.97 $66,391 - $70,733	566 Added 4.3%	13,720 $1.68 Million
Q1 2023 Apr 25, 2023	BUY	$117.74 - $132.18 $45,447 - $51,021	386 Added 3.02%	13,154 $1.63 Million
Q4 2022 Jan 30, 2023	SELL	$112.65 - $131.57 $25,008 - $29,208	-222 Reduced 1.71%	12,768 $1.6 Million
Q3 2022 Nov 14, 2022	SELL	$111.5 - $132.34 $388,689 - $461,337	-3,486 Reduced 21.16%	12,990 $1.45 Million
Q2 2022 Jul 22, 2022	SELL	$114.07 - $132.3 $101,864 - $118,143	-893 Reduced 5.14%	16,476 $0
Q1 2022 May 16, 2022	BUY	$121.65 - $130.75 $9,732 - $10,460	80 Added 0.46%	17,369 $2.23 Million
Q4 2021 Feb 09, 2022	SELL	$118.81 - $129.12 $175,363 - $190,581	-1,476 Reduced 7.87%	17,289 $2.23 Million
Q3 2021 Nov 09, 2021	SELL	$117.12 - $125.76 $44,505 - $47,788	-380 Reduced 1.98%	18,765 $2.23 Million
Q2 2021 Jul 08, 2021	SELL	$118.74 - $127.47 $30.9 Million - $33.2 Million	-260,276 Reduced 93.15%	19,145 $2.36 Million
Q1 2021 Jun 17, 2021	SELL	$104.47 - $119.79 $463,428 - $531,388	-4,436 Reduced 1.56%	279,421 $34.3 Million
Q4 2020 May 19, 2021	BUY	$91.76 - $107.36 $20.6 Million - $24.1 Million	224,738 Added 380.15%	283,857 $2.38 Million
Q3 2020 Sep 07, 2021	SELL	$88.24 - $98.33 $2.07 Million - $2.31 Million	-23,461 Reduced 28.41%	59,119 $5.39 Million
Q2 2020 Sep 07, 2021	SELL	$76.15 - $100.68 $374,353 - $494,942	-4,916 Reduced 5.62%	82,580 $7.25 Million
Q1 2020 Sep 07, 2021	SELL	$68.26 - $108.76 $2.17 Million - $3.45 Million	-31,718 Reduced 26.61%	87,496 $6.87 Million
Q4 2019 Sep 07, 2021	BUY	$98.73 - $107.77 $1.46 Million - $1.6 Million	14,808 Added 14.18%	119,214 $12.8 Million
Q3 2019 Sep 07, 2021	SELL	$101.59 - $103.8 $91,227 - $93,212	-898 Reduced 0.85%	104,406 $10.7 Million
Q2 2019 Sep 07, 2021	BUY	N/A	33,145 Added 45.93%	105,304 $10.6 Million
Q1 2019 Sep 07, 2021	SELL	N/A	-1,582 Reduced 2.15%	72,159 $7.17 Million
Q4 2018 Sep 07, 2021	SELL	N/A	-2,947 Reduced 3.84%	73,741 $6.55 Million
Q3 2018 Sep 07, 2021	SELL	N/A	-2,333 Reduced 2.95%	76,688 $7.51 Million
Q2 2018 Sep 07, 2021	SELL	N/A	-183 Reduced 0.23%	79,021 $7.33 Million
Q1 2018 Sep 07, 2021	BUY	N/A	651 Added 0.83%	79,204 $7.22 Million
Q4 2017 Sep 07, 2021	SELL	N/A	-2,744 Reduced 3.38%	78,553 $7.41 Million
Q3 2017 Sep 07, 2021	SELL	N/A	-2,935 Reduced 3.48%	81,297 $7.42 Million
Q2 2017 Sep 07, 2021	SELL	N/A	-1,597 Reduced 1.86%	84,232 $7.49 Million
Q1 2017 Sep 07, 2021	SELL	N/A	-387 Reduced 0.45%	85,829 $7.56 Million
Q4 2016 Sep 07, 2021	BUY	N/A	2,604 Added 3.11%	86,216 $7.38 Million
Q3 2016 Sep 07, 2021	BUY	N/A	42,398 Added 102.87%	83,612 $7.05 Million
Q2 2016 Sep 07, 2021	BUY	N/A	4,199 Added 11.34%	41,214 $3.46 Million
Q1 2016 Sep 07, 2021	BUY	N/A	37,015	37,015 $2.97 Million

Others Institutions Holding SDY

# of Institutions

1,321

Shares Held

71.4M

Call Options Held

48.3K

Put Options Held

39.7K

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About SPDR SERIES TR SPDR S&P DIVIDE

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Geneos Wealth Management Inc. Spdr Series Tr Spdr S&P Divide Transaction History