Smith Salley Wealth Management - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 406 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Smith Salley Wealth Management ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$251,113
-4.7%
8,0980.0%0.02%0.0%
Q2 2023$263,502
+0.7%
8,098
-0.6%
0.02%
-9.5%
Q1 2023$261,707
+8.2%
8,1480.0%0.02%0.0%
Q4 2022$241,908
+15.2%
8,1480.0%0.02%
+5.0%
Q3 2022$210,000
-10.6%
8,1480.0%0.02%0.0%
Q2 2022$235,000
-1.3%
8,148
+17.6%
0.02%
+11.1%
Q1 2022$238,000
-14.4%
6,930
-9.0%
0.02%
-10.0%
Q4 2021$278,000
+10.8%
7,612
+9.8%
0.02%0.0%
Q3 2021$251,000
-1.6%
6,9300.0%0.02%
-4.8%
Q2 2021$255,000
+4.1%
6,9300.0%0.02%
-4.5%
Q1 2021$245,000
+4.7%
6,9300.0%0.02%
-8.3%
Q4 2020$234,000
+15.3%
6,9300.0%0.02%
-4.0%
Q3 2020$203,0006,9300.02%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2020
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 883,784$21,158,00016.99%
TRUEFG, LLC 734,872$17,593,00015.90%
McNamara Financial Services, Inc. 1,201,846$28,772,00011.81%
IAG Wealth Partners, LLC 713,104$17,072,00011.39%
Stadion Money Management, LLC 8,035,680$192,374,00011.29%
WALLER FINANCIAL PLANNING GROUP, INC 900,446$21,557,00011.25%
LEGG MASON, INC. 4,446$107,00011.16%
Strategic Financial Planning, Inc. 340,253$8,146,00010.79%
Financial Strategies Group, Inc. 493,264$11,809,00010.70%
Advisory Alpha, LLC 1,519,497$37,455,589,00010.50%
View complete list of SPDR INDEX SHS FDS shareholders