McKinley Carter Wealth Services, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 690 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is 0.53 and the average weighting 1.2%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,224,336
-5.4%
71,730
-0.7%
0.18%
+0.6%
Q2 2023$2,351,328
-3.5%
72,260
-4.8%
0.18%
-7.9%
Q1 2023$2,436,928
+5.2%
75,869
-2.8%
0.19%
-2.6%
Q4 2022$2,316,808
+13.2%
78,033
-1.6%
0.20%
+3.2%
Q3 2022$2,046,000
-10.7%
79,314
-0.2%
0.19%
-6.4%
Q2 2022$2,292,000
-15.9%
79,487
-0.0%
0.20%
-4.7%
Q1 2022$2,725,000
-7.0%
79,495
-1.0%
0.21%
-2.3%
Q4 2021$2,929,000
+0.4%
80,277
-0.3%
0.22%
-8.8%
Q3 2021$2,916,000
-2.4%
80,534
-0.8%
0.24%
-3.2%
Q2 2021$2,987,000
+0.1%
81,186
-3.8%
0.25%
-3.1%
Q1 2021$2,983,00084,3670.26%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
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