Geneos Wealth Management Inc. Spdr Portfolio S&P 500 Value E Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 562,442 shares of SPYV stock, worth $31 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
562,442
Previous 545,827 3.04%
Holding current value
$31 Million
Previous $27.9 Million 5.61%
% of portfolio
0.75%
Previous 0.97%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$45.11 - $52.34 $749,502 - $869,629
16,615 Added 3.04%
562,442 $29.4 Million
Q1 2025

May 21, 2025
SELL
$49.78 - $53.19 $1.78 Million - $1.9 Million
-35,742 Reduced 6.15%
545,827 $27.9 Million
Q1 2025

May 07, 2025
BUY
$49.78 - $53.19 $2.99 Million - $3.2 Million
60,157 Added 11.54%
581,569 $29.7 Million
Q4 2024

Jan 21, 2025
SELL
$51.09 - $55.27 $324,268 - $350,798
-6,347 Reduced 1.2%
521,412 $26.7 Million
Q3 2024

Nov 14, 2024
BUY
$48.51 - $52.86 $1.62 Million - $1.77 Million
33,432 Added 6.76%
527,759 $27.9 Million
Q2 2024

Jul 23, 2024
BUY
$47.37 - $50.09 $1.51 Million - $1.6 Million
31,918 Added 6.9%
494,327 $24.1 Million
Q1 2024

May 03, 2024
BUY
$45.88 - $50.1 $543,081 - $593,033
11,837 Added 2.63%
462,409 $23.2 Million
Q4 2023

Jan 26, 2024
BUY
$39.63 - $46.73 $1.65 Million - $1.95 Million
41,697 Added 10.2%
450,572 $21 Million
Q3 2023

Oct 11, 2023
BUY
$41.15 - $44.69 $737,942 - $801,425
17,933 Added 4.59%
408,875 $16.9 Million
Q2 2023

Aug 08, 2023
BUY
$40.17 - $43.27 $899,647 - $969,074
22,396 Added 6.08%
390,942 $16.9 Million
Q1 2023

Apr 25, 2023
BUY
$38.68 - $42.77 $2.98 Million - $3.3 Million
77,098 Added 26.45%
368,546 $15 Million
Q4 2022

Jan 30, 2023
BUY
$34.79 - $40.71 $1.11 Million - $1.3 Million
31,923 Added 12.3%
291,448 $11.3 Million
Q3 2022

Nov 14, 2022
BUY
$34.49 - $40.43 $754,399 - $884,325
21,873 Added 9.2%
259,525 $8.95 Million
Q2 2022

Jul 22, 2022
BUY
$35.93 - $42.52 $1.53 Million - $1.81 Million
42,666 Added 21.88%
237,652 $0
Q1 2022

May 16, 2022
BUY
$39.54 - $42.64 $368,315 - $397,191
9,315 Added 5.02%
194,986 $8.14 Million
Q4 2021

Feb 09, 2022
BUY
$39.14 - $42.04 $898,419 - $964,986
22,954 Added 14.11%
185,671 $7.8 Million
Q3 2021

Nov 09, 2021
BUY
$38.51 - $40.73 $614,003 - $649,399
15,944 Added 10.86%
162,717 $6.44 Million
Q2 2021

Jul 08, 2021
SELL
$38.15 - $40.6 $50 Million - $53.2 Million
-1,310,650 Reduced 89.93%
146,773 $5.86 Million
Q1 2021

Jun 17, 2021
BUY
$33.86 - $38.29 $1.22 Million - $1.38 Million
36,007 Added 2.53%
1,457,423 $57.3 Million
Q4 2020

May 19, 2021
BUY
$29.5 - $34.42 $40 Million - $46.7 Million
1,355,832 Added 2067.32%
1,421,416 $5.17 Million
Q3 2020

Sep 07, 2021
BUY
$28.64 - $31.68 $135,008 - $149,339
4,714 Added 7.74%
65,584 $1.95 Million
Q2 2020

Sep 07, 2021
BUY
$24.7 - $32.15 $196,043 - $255,174
7,937 Added 14.99%
60,870 $1.72 Million
Q1 2020

Sep 07, 2021
BUY
$22.11 - $35.37 $29,450 - $47,112
1,332 Added 2.58%
52,933 $1.35 Million
Q4 2019

Sep 07, 2021
BUY
$30.96 - $35.07 $6,006 - $6,803
194 Added 0.38%
51,601 $1.8 Million
Q3 2019

Sep 07, 2021
BUY
$31.79 - $32.44 $89,933 - $91,772
2,829 Added 5.82%
51,407 $1.63 Million
Q2 2019

Sep 07, 2021
BUY
N/A
3,715 Added 8.28%
48,578 $1.52 Million
Q1 2019

Sep 07, 2021
BUY
N/A
14,466 Added 47.59%
44,863 $1.36 Million
Q4 2018

Sep 07, 2021
BUY
N/A
4,856 Added 19.01%
30,397 $819,000
Q3 2018

Sep 07, 2021
BUY
N/A
6,154 Added 31.74%
25,541 $794,000
Q2 2018

Sep 07, 2021
BUY
N/A
1,938 Added 11.11%
19,387 $574,000
Q1 2018

Sep 07, 2021
BUY
N/A
7,611 Added 77.36%
17,449 $513,000
Q4 2017

Sep 07, 2021
BUY
N/A
9,026 Added 1111.58%
9,838 $301,000
Q3 2017

Sep 07, 2021
BUY
N/A
112 Added 16.0%
812 $94,000
Q3 2016

Sep 07, 2021
SELL
N/A
-3,000 Reduced 81.08%
700 $72,000
Q1 2016

Sep 07, 2021
BUY
N/A
3,700
3,700 $361,000

Others Institutions Holding SPYV

# of Institutions
1,155
Shares Held
443M
Call Options Held
372K
Put Options Held
26K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
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