J.P. Morgan Private Wealth Advisors LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 477 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,029,886
-5.0%
129,954
-0.3%
0.01%
-45.5%
Q2 2023$4,241,960
-9.8%
130,361
-11.0%
0.02%
+120.0%
Q1 2023$4,702,914
+18.7%
146,417
+9.8%
0.01%
+11.1%
Q4 2022$3,960,498
+7.6%
133,395
-6.5%
0.01%
-10.0%
Q3 2022$3,682,000
-8.7%
142,717
+2.1%
0.01%0.0%
Q2 2022$4,032,000
-19.6%
139,807
-4.4%
0.01%
-9.1%
Q1 2022$5,014,000
-4.0%
146,253
+2.2%
0.01%0.0%
Q4 2021$5,222,000
+1.5%
143,156
+0.7%
0.01%
-15.4%
Q3 2021$5,147,000
-12.5%
142,131
-11.1%
0.01%
-13.3%
Q2 2021$5,881,000
+9.6%
159,865
+5.3%
0.02%
-11.8%
Q1 2021$5,366,000
+30.6%
151,754
+24.6%
0.02%
+30.8%
Q4 2020$4,109,000
+15.6%
121,756
+0.3%
0.01%
-7.1%
Q3 2020$3,553,000
+30.6%
121,435
+23.3%
0.01%
+16.7%
Q2 2020$2,720,000
+13.3%
98,482
-1.8%
0.01%
-14.3%
Q1 2020$2,400,000
-28.8%
100,264
-6.8%
0.01%
-6.7%
Q4 2019$3,373,000
+9.8%
107,606
+2.8%
0.02%
-6.2%
Q3 2019$3,073,000
-11.3%
104,667
-10.6%
0.02%
-15.8%
Q2 2019$3,463,000
+0.4%
117,029
-0.9%
0.02%
+5.6%
Q1 2019$3,450,000
+9.1%
118,102
-1.2%
0.02%
-5.3%
Q4 2018$3,163,000
+31.9%
119,584
+53.4%
0.02%
+58.3%
Q3 2018$2,398,000
-0.0%
77,940
-1.2%
0.01%
-7.7%
Q2 2018$2,399,00078,9040.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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