Modera Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 731 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is 337.20 and the average weighting 1.1%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,047,086
-4.9%
33,766
-0.2%
0.02%0.0%
Q2 2023$1,101,345
+4.6%
33,846
+3.2%
0.02%
-51.2%
Q1 2023$1,053,147
+4.0%
32,788
-3.9%
0.04%0.0%
Q4 2022$1,012,462
+277.8%
34,101
+228.5%
0.04%
+192.9%
Q3 2022$268,000
-64.0%
10,380
-59.8%
0.01%
-60.0%
Q2 2022$745,000
-30.3%
25,819
-17.2%
0.04%
-25.5%
Q1 2022$1,069,000
-8.1%
31,182
-2.2%
0.05%
+6.8%
Q4 2021$1,163,00031,8820.04%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 888,652$26,002,00016.72%
TRUEFG, LLC 780,215$22,829,00015.88%
McNamara Financial Services, Inc. 1,307,638$38,261,00012.95%
Stadion Money Management, LLC 9,961,877$291,485,00011.63%
Financial Strategies Group, Inc. 520,934$15,243,00010.27%
COLTON GROOME FINANCIAL ADVISORS, LLC 499,432$14,613,00010.26%
AlphaStar Capital Management, LLC 1,709,955$50,751,00010.15%
WALLER FINANCIAL PLANNING GROUP, INC 933,099$27,302,00010.01%
ARQ WEALTH ADVISORS, LLC 353,690$10,349,0009.97%
IAG Wealth Partners, LLC 722,362$21,137,0009.75%
View complete list of SPDR INDEX SHS FDS shareholders