Geneos Wealth Management
SPDG icon

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
Q3 		$8.93K Hold
200
– – ﹤0.01% 2435
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

Concord Wealth Partners
Concord Wealth Partners Abingdon, Virginia $860M AUM 17.87% 1-Year Est. Return
Concord Asset Management (Virginia)
Concord Asset Management (Virginia) Abingdon, Virginia $652M AUM 19.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $214M AUM 14.07% 1-Year Est. Return

Geneos Wealth Management's SPDG Position: Q3 2026 in Review

Geneos Wealth Management held its State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) position steady in Q3 2026 at 200 shares worth $8.93K. The position accounts for ﹤0.01% of the portfolio, ranked #2435.

Geneos Wealth Management first reported a position in SPDG in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.27K in Q2 2026. 5 funds tracked by Wall St. Rank hold SPDG as of Q3 2026.

  • Geneos Wealth Management held 200 shares of State Street SPDR Portfolio S&P Sector Neutral Dividend ETF worth $8.93K as of Q3 2026.
  • Geneos Wealth Management left its State Street SPDR Portfolio S&P Sector Neutral Dividend ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P Sector Neutral Dividend ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2435 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 7 quarters since.
  • Geneos Wealth Management's State Street SPDR Portfolio S&P Sector Neutral Dividend ETF position peaked at $9.27K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P Sector Neutral Dividend ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.