JFS WEALTH ADVISORS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 477 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,278,721
-4.7%
73,483
+0.0%
0.22%0.0%
Q2 2023$2,390,695
+0.9%
73,469
-0.4%
0.22%
-3.6%
Q1 2023$2,368,382
+1.4%
73,735
-6.2%
0.22%
-2.2%
Q4 2022$2,334,788
+6.1%
78,639
-7.8%
0.23%
-5.4%
Q3 2022$2,201,000
-10.9%
85,304
-0.4%
0.24%
-7.7%
Q2 2022$2,470,000
-15.6%
85,654
+0.3%
0.26%
-5.4%
Q1 2022$2,928,000
-4.9%
85,402
+1.2%
0.28%
-4.8%
Q4 2021$3,079,000
+6.3%
84,409
+5.5%
0.29%
-2.4%
Q3 2021$2,897,000
-4.5%
80,016
-2.9%
0.30%
-34.4%
Q2 2021$3,032,000
+3.8%
82,402
-0.2%
0.45%
-24.0%
Q1 2021$2,921,000
+4.8%
82,601
+0.0%
0.60%
+1.9%
Q4 2020$2,787,000
+16.0%
82,590
+0.6%
0.58%
+2.5%
Q3 2020$2,402,000
+5.1%
82,094
-0.8%
0.57%
-3.5%
Q2 2020$2,285,000
+24.4%
82,748
+7.9%
0.59%
+7.4%
Q1 2020$1,837,000
+248.6%
76,716
+356.5%
0.55%
+323.8%
Q4 2019$527,000
+8.0%
16,807
+1.2%
0.13%
+4.8%
Q3 2019$488,000
+4.1%
16,606
+4.8%
0.12%
+4.2%
Q2 2019$469,000
-3.1%
15,840
-4.4%
0.12%
-5.6%
Q1 2019$484,000
-50.1%
16,571
-54.8%
0.13%
-51.5%
Q4 2018$969,000
+109.7%
36,622
+144.0%
0.26%
+118.5%
Q3 2018$462,000
+19.1%
15,012
+17.7%
0.12%
+16.7%
Q2 2018$388,000
+7.2%
12,756
+10.9%
0.10%
+6.2%
Q1 2018$362,000
+132.1%
11,506
+134.4%
0.10%
+152.6%
Q4 2017$156,0004,9090.04%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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