BOURGEON CAPITAL MANAGEMENT LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 625 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
BOURGEON CAPITAL MANAGEMENT LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$74,642
-4.7%
2,4070.0%0.02%0.0%
Q2 2023$78,324
+1.3%
2,4070.0%0.02%0.0%
Q1 2023$77,313
+8.2%
2,4070.0%0.02%0.0%
Q4 2022$71,464
+15.3%
2,4070.0%0.02%
+5.9%
Q3 2022$62,000
-10.1%
2,4070.0%0.02%
-5.6%
Q2 2022$69,000
-16.9%
2,4070.0%0.02%
-5.3%
Q1 2022$83,000
-5.7%
2,4070.0%0.02%
+5.6%
Q4 2021$88,000
+1.1%
2,4070.0%0.02%
-5.3%
Q3 2021$87,000
-2.2%
2,4070.0%0.02%0.0%
Q2 2021$89,000
+4.7%
2,4070.0%0.02%0.0%
Q1 2021$85,0002,4070.02%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Stadion Money Management, LLC 7,557,030$273,640,00018.05%
TRUEFG, LLC 928,878$34,703,00015.73%
SageGuard Financial Group, LLC 24,529$888,00013.93%
McNamara Financial Services, Inc. 1,397,420$50,601,00013.87%
Tennessee Valley Asset Management Partners 988,191$35,782,00013.59%
RESTON WEALTH MANAGEMENT LLC 715,286$25,901,00013.48%
Peterson Wealth Advisors, LLC 974,425$35,284,00011.66%
WALLER FINANCIAL PLANNING GROUP, INC 1,185,775$42,937,00011.41%
Financial Strategies Group, Inc. 676,116$24,482,00010.94%
IAG Wealth Partners, LLC 821,680$29,753,00010.58%
View complete list of SPDR INDEX SHS FDS shareholders