Geneos Wealth Management Inc. Spdr Portfolio Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 197,566 shares of SPMD stock, worth $10.1 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
197,566
Previous 276,191 28.47%
Holding current value
$10.1 Million
Previous $13.5 Million 21.69%
% of portfolio
0.49%
Previous 0.67%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$47.16 - $53.34 $3.71 Million - $4.19 Million
-78,625 Reduced 28.47%
197,566 $10.5 Million
Q4 2023

Jan 26, 2024
BUY
$40.76 - $49.2 $542,026 - $654,261
13,298 Added 5.06%
276,191 $13.5 Million
Q3 2023

Oct 11, 2023
BUY
$43.23 - $47.8 $718,309 - $794,244
16,616 Added 6.75%
262,893 $11.5 Million
Q2 2023

Aug 08, 2023
BUY
$42.21 - $45.89 $693,510 - $753,972
16,430 Added 7.15%
246,277 $11.3 Million
Q1 2023

Apr 25, 2023
BUY
$41.67 - $47.74 $4.36 Million - $4.99 Million
104,563 Added 83.46%
229,847 $10.1 Million
Q4 2022

Jan 30, 2023
BUY
$41.68 - $45.21 $563,763 - $611,510
13,526 Added 12.1%
125,284 $5.32 Million
Q3 2022

Nov 14, 2022
BUY
N/A
10,551 Added 10.43%
111,758 $4.31 Million
Q2 2022

Jul 22, 2022
BUY
N/A
25,262 Added 33.26%
101,207 $0
Q1 2022

May 16, 2022
BUY
N/A
14,901 Added 24.41%
75,945 $3.58 Million
Q4 2021

Feb 09, 2022
BUY
N/A
11,656 Added 23.6%
61,044 $3.04 Million
Q3 2021

Nov 09, 2021
BUY
N/A
5,149 Added 11.64%
49,388 $2.32 Million
Q2 2021

Jul 08, 2021
SELL
N/A
-146,770 Reduced 76.84%
44,239 $2.1 Million
Q1 2021

Jun 17, 2021
BUY
N/A
1,498 Added 0.79%
191,009 $9.13 Million
Q4 2020

May 19, 2021
BUY
N/A
169,651 Added 854.23%
189,511 $1.48 Million
Q3 2020

Sep 07, 2021
BUY
N/A
4,178 Added 26.64%
19,860 $632,000
Q2 2020

Sep 07, 2021
BUY
N/A
4,180 Added 36.34%
15,682 $472,000
Q1 2020

Sep 07, 2021
BUY
N/A
4,169 Added 56.85%
11,502 $286,000
Q4 2019

Sep 07, 2021
BUY
N/A
521 Added 7.65%
7,333 $265,000
Q3 2019

Sep 07, 2021
BUY
N/A
1,800 Added 35.91%
6,812 $229,000
Q2 2019

Sep 07, 2021
BUY
N/A
1,460 Added 41.1%
5,012 $170,000
Q1 2019

Sep 07, 2021
BUY
N/A
2,175 Added 157.95%
3,552 $118,000
Q4 2018

Sep 07, 2021
BUY
N/A
92 Added 7.16%
1,377 $40,000
Q1 2018

Sep 07, 2021
BUY
N/A
1,285 New
1,285 $42,000

Others Institutions Holding SPMD

# of Institutions
590
Shares Held
169M
Call Options Held
2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
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