CAPTRUST FINANCIAL ADVISORS - 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
CAPTRUST FINANCIAL ADVISORS ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,256,873
-7.2%
105,027
-2.6%
0.01%
-14.3%
Q2 2023$3,510,311
-14.7%
107,877
-15.8%
0.01%
-22.2%
Q1 2023$4,116,933
-9.5%
128,174
-16.4%
0.02%
-21.7%
Q4 2022$4,551,267
-26.8%
153,293
-36.4%
0.02%
-36.1%
Q3 2022$6,215,000
+410.7%
240,890
+470.7%
0.04%
+350.0%
Q2 2022$1,217,000
+675.2%
42,208
+822.2%
0.01%
+700.0%
Q1 2022$157,000
-90.4%
4,577
-89.8%
0.00%
-90.9%
Q4 2021$1,638,000
+14.4%
44,890
+13.5%
0.01%
-8.3%
Q3 2021$1,432,000
+8.6%
39,555
+10.3%
0.01%0.0%
Q2 2021$1,319,000
-9.6%
35,860
-13.1%
0.01%
-25.0%
Q1 2021$1,459,000
-16.0%
41,253
-19.8%
0.02%
-30.4%
Q4 2020$1,737,000
+8585.0%
51,460
+7512.4%
0.02%
Q3 2020$20,000
-99.4%
676
-99.5%
0.00%
-100.0%
Q2 2020$3,540,000
-21.3%
127,651
-35.0%
0.06%
-41.4%
Q1 2020$4,499,000
-44.0%
196,528
-22.7%
0.10%
-22.0%
Q4 2019$8,030,000
+10.4%
254,125
+2.6%
0.13%
-50.2%
Q3 2019$7,275,000
+16.0%
247,799
+18.7%
0.26%
+9.9%
Q2 2019$6,271,000
+5.0%
208,760
+2.1%
0.23%
-4.1%
Q1 2019$5,971,000
+756.7%
204,404
+675.3%
0.24%
+554.1%
Q4 2018$697,000
-14.5%
26,363
-0.5%
0.04%
+2.8%
Q3 2018$815,000
+552.0%
26,501
+543.7%
0.04%
+414.3%
Q2 2018$125,000
+177.8%
4,117
+182.8%
0.01%
+133.3%
Q1 2018$45,000
+9.8%
1,456
+11.6%
0.00%
+50.0%
Q4 2017$41,000
-4.7%
1,305
-6.0%
0.00%0.0%
Q3 2017$43,0001,3890.00%
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