Compass Ion Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 640 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Compass Ion Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2021$203,000
+1.0%
5,554
+1.6%
0.06%
-16.7%
Q2 2021$201,000
-8.2%
5,465
-27.0%
0.08%
-43.9%
Q3 2020$219,000
-53.3%
7,487
-55.9%
0.14%
-66.7%
Q2 2020$469,000
+13.8%
16,985
-1.3%
0.42%
+12.7%
Q1 2020$412,000
-87.4%
17,211
-83.5%
0.37%
-78.0%
Q4 2019$3,271,000104,3251.69%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 906,206$30,584,00017.37%
TRUEFG, LLC 797,298$26,909,00016.12%
McNamara Financial Services, Inc. 1,307,732$38,264,00012.96%
WALLER FINANCIAL PLANNING GROUP, INC 1,083,509$36,568,00011.40%
Stadion Money Management, LLC 9,133,512$308,256,00011.23%
Financial Strategies Group, Inc. 566,798$19,129,00010.66%
Brown Financial Advisory 354,055$11,949,00010.59%
IAG Wealth Partners, LLC 729,708$24,628,00010.06%
Baystate Wealth Management LLC 2,578,949$87,040,0009.92%
Advisory Alpha, LLC 1,408,270$47,529,0009.71%
View complete list of SPDR INDEX SHS FDS shareholders