Geneos Wealth Management Inc. Spdr Portfolio S&P 600 Small C Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 264,503 shares of SPSM stock, worth $11 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
264,503
Previous 245,773 7.62%
Holding current value
$11 Million
Previous $10.4 Million 9.82%
% of portfolio
0.52%
Previous 0.51%

Shares

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

May 03, 2024
BUY
$39.85 - $43.04 $746,390 - $806,139
18,730 Added 7.62%
264,503 $11.4 Million
Q4 2023

Jan 26, 2024
BUY
$34.3 - $42.83 $568,934 - $710,421
16,587 Added 7.24%
245,773 $10.4 Million
Q3 2023

Oct 11, 2023
BUY
$36.35 - $41.02 $521,295 - $588,267
14,341 Added 6.68%
229,186 $8.46 Million
Q2 2023

Aug 08, 2023
BUY
$35.57 - $38.94 $602,733 - $659,838
16,945 Added 8.56%
214,845 $8.34 Million
Q1 2023

Apr 25, 2023
BUY
$36.04 - $42.08 $1.17 Million - $1.36 Million
32,351 Added 19.54%
197,900 $7.47 Million
Q4 2022

Jan 30, 2023
BUY
$36.34 - $39.85 $605,642 - $664,140
16,666 Added 11.19%
165,549 $6.12 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-425 Reduced 0.28%
148,883 $5.07 Million
Q2 2022

Jul 22, 2022
BUY
N/A
15,426 Added 11.52%
149,308 $0
Q1 2022

May 16, 2022
BUY
N/A
23,572 Added 21.37%
133,882 $5.63 Million
Q4 2021

Feb 09, 2022
BUY
N/A
10,962 Added 11.03%
110,310 $4.93 Million
Q3 2021

Nov 09, 2021
BUY
N/A
8,202 Added 9.0%
99,348 $4.31 Million
Q2 2021

Jul 08, 2021
SELL
N/A
-93,231 Reduced 50.57%
91,146 $3.99 Million
Q1 2021

Jun 17, 2021
SELL
N/A
-5,345 Reduced 2.82%
184,377 $7.94 Million
Q4 2020

May 19, 2021
BUY
N/A
132,563 Added 231.92%
189,722 $3.79 Million
Q3 2020

Sep 07, 2021
BUY
N/A
6,053 Added 11.84%
57,159 $1.53 Million
Q2 2020

Sep 07, 2021
BUY
N/A
13,925 Added 37.45%
51,106 $1.29 Million
Q1 2020

Sep 07, 2021
BUY
N/A
8,340 Added 28.92%
37,181 $795,000
Q4 2019

Sep 07, 2021
BUY
N/A
1,501 Added 5.49%
28,841 $941,000
Q3 2019

Sep 07, 2021
BUY
N/A
908 Added 3.44%
27,340 $817,000
Q2 2019

Sep 07, 2021
SELL
N/A
-1,641 Reduced 5.85%
26,432 $809,000
Q1 2019

Sep 07, 2021
BUY
N/A
21,517 Added 328.2%
28,073 $848,000
Q4 2018

Sep 07, 2021
BUY
N/A
1,334 Added 25.55%
6,556 $171,000
Q3 2018

Sep 07, 2021
BUY
N/A
4,409 Added 542.31%
5,222 $173,000
Q2 2018

Sep 07, 2021
BUY
N/A
47 Added 6.14%
813 $26,000
Q1 2018

Sep 07, 2021
BUY
N/A
152 Added 24.76%
766 $22,000
Q4 2017

Sep 07, 2021
BUY
N/A
614
614 $18,000

Others Institutions Holding SPSM

# of Institutions
802
Shares Held
185M
Call Options Held
91.7K
Put Options Held
2.7K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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