UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 628 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$6,800,819
-7.5%
219,311
-2.9%
0.04%
+12.5%
Q2 2023$7,351,876
-6.6%
225,934
-7.8%
0.04%
-9.1%
Q1 2023$7,873,486
-3.7%
245,127
-11.0%
0.04%
-4.3%
Q4 2022$8,177,107
+2.9%
275,416
-10.6%
0.05%
-2.1%
Q3 2022$7,945,000
-19.2%
307,950
-9.7%
0.05%
-13.0%
Q2 2022$9,837,000
-15.8%
341,076
+0.1%
0.05%
-5.3%
Q1 2022$11,680,000
-5.3%
340,723
+0.8%
0.06%0.0%
Q4 2021$12,335,000
+0.1%
338,122
-0.6%
0.06%
-8.1%
Q3 2021$12,319,000
-2.8%
340,209
-1.3%
0.06%
-3.1%
Q2 2021$12,680,000
-1.3%
344,665
-5.1%
0.06%
-9.9%
Q1 2021$12,849,000
-19.2%
363,372
-22.9%
0.07%
-26.0%
Q4 2020$15,904,000
+6.8%
471,223
-7.4%
0.10%
-1.0%
Q3 2020$14,894,000
-0.4%
509,012
-6.0%
0.10%
-11.0%
Q2 2020$14,954,000
+14.0%
541,435
-1.2%
0.11%
+0.9%
Q1 2020$13,120,000
-16.9%
548,045
+8.8%
0.11%
+5.9%
Q4 2019$15,792,000
+21.7%
503,724
+14.0%
0.10%
+12.1%
Q3 2019$12,975,000
+37.7%
441,926
+38.8%
0.09%
+46.8%
Q2 2019$9,424,000
+92.2%
318,492
+89.7%
0.06%
+82.4%
Q1 2019$4,904,000
+13.5%
167,877
+2.8%
0.03%0.0%
Q4 2018$4,320,000
+1976.9%
163,323
+2209.4%
0.03%
+1033.3%
Q1 2015$208,000
-55.0%
7,072
-58.7%
0.00%0.0%
Q4 2014$462,00017,1400.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
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