ProVise Management Group, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 640 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$18,547,782
-3.2%
598,122
+1.6%
1.72%
-0.7%
Q2 2023$19,163,053
+0.7%
588,908
-0.6%
1.74%
-4.6%
Q1 2023$19,037,371
+11.7%
592,695
+3.3%
1.82%
+5.5%
Q4 2022$17,037,792
+35.7%
573,856
+18.0%
1.72%
+23.0%
Q3 2022$12,552,000
+7.9%
486,524
+20.6%
1.40%
+13.0%
Q2 2022$11,631,000
-0.9%
403,286
+17.8%
1.24%
+12.0%
Q1 2022$11,737,000
+7.0%
342,379
+13.9%
1.11%
+11.5%
Q4 2021$10,967,000
+54.2%
300,632
+53.0%
0.99%
+41.2%
Q3 2021$7,114,000
+56.9%
196,460
+59.5%
0.70%
+52.4%
Q2 2021$4,533,000
+184.4%
123,211
+173.2%
0.46%
+168.6%
Q1 2021$1,594,000
+240.6%
45,091
+225.1%
0.17%
+218.5%
Q4 2020$468,00013,8720.05%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 906,206$30,584,00017.37%
TRUEFG, LLC 797,298$26,909,00016.12%
McNamara Financial Services, Inc. 1,307,732$38,264,00012.96%
WALLER FINANCIAL PLANNING GROUP, INC 1,083,509$36,568,00011.40%
Stadion Money Management, LLC 9,133,512$308,256,00011.23%
Financial Strategies Group, Inc. 566,798$19,129,00010.66%
Brown Financial Advisory 354,055$11,949,00010.59%
IAG Wealth Partners, LLC 729,708$24,628,00010.06%
Baystate Wealth Management LLC 2,578,949$87,040,0009.92%
Advisory Alpha, LLC 1,408,270$47,529,0009.71%
View complete list of SPDR INDEX SHS FDS shareholders