Geneos Wealth Management’s State Street SPDR Portfolio S&P Sector Neutral Dividend ETF SPDG Stock Holding History

Geneos Wealth Management’s Portfolio SPDG Stock Details SPDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.27K	Hold	200	–	–	﹤0.01%	2041
2026 Q1	$8.34K	Hold	200	–	–	﹤0.01%	2033
2025 Q4	$8.16K	Hold	200	–	–	﹤0.01%	2017
2025 Q3	$8.04K	Hold	200	–	–	﹤0.01%	2027
2025 Q2	$7.77K	Hold	200	–	–	﹤0.01%	2413
2025 Q1	$7.57K	Buy	+200	New	+$7.7K	﹤0.01%	2373

Other funds holding SPDG

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BOM

Bank of Marin Novato, California $143M AUM 26.89% 1-Year Est. Return

Meridian Financial Holliston, Massachusetts $208M AUM 21.52% 1-Year Est. Return

APFP

Action Point Financial Planning Grand Rapids, Michigan $984M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geneos Wealth Management's SPDG Position: Q2 2026 in Review

Geneos Wealth Management held its State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) position steady in Q2 2026 at 200 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Geneos Wealth Management first reported a position in SPDG in Q1 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold SPDG as of Q2 2026.

Geneos Wealth Management held 200 shares of State Street SPDR Portfolio S&P Sector Neutral Dividend ETF worth $9.27K as of Q2 2026.
Geneos Wealth Management left its State Street SPDR Portfolio S&P Sector Neutral Dividend ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P Sector Neutral Dividend ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2041 holding.
Geneos Wealth Management first reported a position in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF in Q1 2025 and has held it in 6 quarters since.
10 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P Sector Neutral Dividend ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.