LVW Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475. A total of 68 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
LVW Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$4,607,550
+3.1%
75,807
+1.3%
0.67%
-10.8%
Q1 2024$4,466,989
+3.2%
74,849
-4.3%
0.76%
-6.8%
Q4 2023$4,327,755
+25.8%
78,203
+14.8%
0.81%
+14.2%
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 Q2 2021
NameSharesValueWeighting ↓
Schaeffer Financial LLC 238,172$14,476,09515.71%
Peak Financial Management, Inc. 375,482$22,821,8227.14%
Barden Capital Management, Inc. 66,541$4,044,3623.81%
UNIQUE WEALTH, LLC 121,890$7,408,4621.94%
INTERACTIVE FINANCIAL ADVISORS, INC. 48,892$2,971,7071.64%
Advance Capital Management, Inc. 405,811$24,665,1651.17%
ACT WEALTH MANAGEMENT, LLC 35,988$2,187,3601.08%
Sequoia Financial Advisors, LLC 1,312,127$79,751,0850.96%
FINANCIAL CONSULATE, INC 38,328$2,329,5500.68%
LVW Advisors, LLC 75,807$4,607,5500.67%
View complete list of SPDR INDEX SHS FDS shareholders