Fort Point Capital Partners 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
Fort Point Capital Partners LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,918,217
+5.0%
61,858
+10.2%
0.29%
+13.2%
Q2 2023$1,827,023
+3.1%
56,147
+1.8%
0.26%
-4.1%
Q1 2023$1,771,675
+3.3%
55,158
-4.6%
0.27%
+0.4%
Q4 2022$1,715,904
+15.9%
57,794
+0.7%
0.27%
+8.5%
Q3 2022$1,481,000
-41.9%
57,395
-35.0%
0.25%
-40.6%
Q2 2022$2,548,000
-21.2%
88,365
-6.3%
0.42%
-7.8%
Q1 2022$3,233,000
+85.1%
94,308
+96.9%
0.45%
+91.9%
Q4 2021$1,747,000
+0.7%
47,8990.0%0.24%
-9.6%
Q3 2021$1,734,000
-0.7%
47,899
+0.9%
0.26%
-18.8%
Q2 2021$1,747,000
+4.2%
47,479
+0.1%
0.32%
-11.1%
Q1 2021$1,677,000
+10.5%
47,439
+5.6%
0.36%
+3.4%
Q4 2020$1,517,000
+15.5%
44,940
+0.1%
0.35%
+5.1%
Q3 2020$1,313,000
+6.6%
44,885
+0.7%
0.33%
-14.0%
Q2 2020$1,232,000
+31.6%
44,594
+14.1%
0.38%
-4.2%
Q1 2020$936,000
+33.9%
39,080
+75.4%
0.40%
+60.2%
Q4 2019$699,000
+6.9%
22,2820.0%0.25%
+2.0%
Q3 2019$654,000
-0.8%
22,2820.0%0.25%
-5.4%
Q2 2019$659,000
+13.0%
22,282
+11.7%
0.26%
+2.0%
Q1 2019$583,000
+21.5%
19,945
+10.0%
0.26%
+31.4%
Q4 2018$480,00018,1310.19%
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