LVW Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475. A total of 53 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
LVW Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,439,985
-0.1%
68,132
+3.6%
0.71%
+7.3%
Q2 2023$3,442,873
+16.2%
65,779
+10.7%
0.66%
+14.3%
Q1 2023$2,962,677
+16.7%
59,408
+9.1%
0.58%
+12.2%
Q4 2022$2,538,724
+14.9%
54,444
+5.4%
0.52%
+4.5%
Q3 2022$2,209,000
-7.9%
51,637
-1.0%
0.49%
+1.2%
Q2 2022$2,399,000
+4.2%
52,144
+24.1%
0.49%
+25.4%
Q1 2022$2,303,000
+22.5%
42,022
+29.3%
0.39%
+21.6%
Q4 2021$1,880,000
+12.2%
32,500
+6.2%
0.32%
+10.7%
Q3 2021$1,675,000
+10.9%
30,601
+12.5%
0.29%
+7.8%
Q2 2021$1,510,000
+33.4%
27,195
+25.7%
0.27%
+23.5%
Q1 2021$1,132,000
+17.3%
21,631
+9.2%
0.22%
+11.9%
Q4 2020$965,000
+22.6%
19,809
+9.0%
0.19%
+12.1%
Q3 2020$787,000
+54.3%
18,173
+42.1%
0.17%
+40.7%
Q2 2020$510,000
+48.3%
12,792
+48.3%
0.12%
+44.7%
Q3 2019$344,000
-3.6%
8,628
+93.1%
0.08%
-14.1%
Q2 2019$357,000
+30.8%
4,467
+27.9%
0.10%
+35.6%
Q1 2019$273,000
+29.4%
3,492
+15.4%
0.07%
+2.8%
Q4 2018$211,000
-6.6%
3,025
+8.3%
0.07%
+12.7%
Q3 2018$226,0002,7940.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Aware Asset Management, Inc. 712,425$34,887,00029.88%
Peak Financial Management, Inc. 364,102$17,735,0006.68%
Stadion Money Management, LLC 3,293,851$160,443,0005.84%
Professional Financial Advisors, LLC 72,554$3,534,0002.78%
Sequoia Financial Advisors, LLC 808,992$39,406,0001.80%
Golden State Equity Partners 42,805$2,085,0001.44%
FIRST HAWAIIAN BANK 269,347$13,120,0000.60%
ACT WEALTH MANAGEMENT, LLC 17,492$852,0000.55%
AdvisorNet Financial, Inc 137,997$6,722,0000.54%
Flagship Private Wealth, LLC 10,521$520,584,0000.48%
View complete list of SPDR INDEX SHS FDS shareholders