IFP Advisors, Inc - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 690 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is 0.53 and the average weighting 1.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$19,415,686
-42.2%
622,151
-47.6%
0.87%
+18.3%
Q2 2023$33,590,180
+144.6%
1,187,356
+107.8%
0.74%
+23.4%
Q1 2023$13,734,931
+59786.3%
571,340
-39.5%
0.60%
-2.4%
Q4 2022$22,935
-99.9%
943,645
+4.0%
0.61%
+5.7%
Q3 2022$22,257,000
+13.0%
907,475
+12.1%
0.58%
-6.5%
Q2 2022$19,694,000
-44.3%
809,853
-44.3%
0.62%
+40.6%
Q1 2022$35,378,000
+51.3%
1,453,553
+127.9%
0.44%
-3.5%
Q4 2021$23,379,000
+5.9%
637,824
+5.1%
0.46%
+3.4%
Q3 2021$22,082,000
+6.9%
606,850
+8.0%
0.44%
+3.5%
Q2 2021$20,652,000
+66.5%
561,884
+59.9%
0.43%
+77.2%
Q1 2021$12,404,000
-10.7%
351,382
-14.7%
0.24%
-57.2%
Q4 2020$13,894,000
+66.3%
411,897
+44.0%
0.56%
+12.8%
Q3 2020$8,353,000
+31.5%
286,051
+24.2%
0.50%
-0.8%
Q2 2020$6,352,000
+4.6%
230,290
-7.7%
0.50%
-17.9%
Q1 2020$6,070,000
-28.5%
249,488
-7.7%
0.61%
-3.9%
Q4 2019$8,487,000
-5.0%
270,340
-11.5%
0.64%
+6.5%
Q3 2019$8,936,000
+4482.6%
305,526
+4541.1%
0.60%
+2118.5%
Q1 2019$195,000
-91.9%
6,583
-92.8%
0.03%
-81.5%
Q4 2018$2,402,000
-35.6%
91,065
-24.8%
0.15%
-3.9%
Q3 2018$3,728,000
+119.4%
121,155
+116.8%
0.15%
+114.1%
Q2 2018$1,699,000
+340.2%
55,873
+358.7%
0.07%
+317.6%
Q1 2018$386,0000.0%12,1810.0%0.02%0.0%
Q4 2017$386,000
+120.6%
12,181
+113.6%
0.02%
+142.9%
Q3 2017$175,000
+4.8%
5,704
-0.4%
0.01%0.0%
Q2 2017$167,000
+34.7%
5,725
+28.2%
0.01%
+40.0%
Q1 2017$124,000
-4.6%
4,465
-11.8%
0.01%
-16.7%
Q4 2016$130,000
-23.5%
5,065
-20.9%
0.01%
-33.3%
Q3 2016$170,000
-6.6%
6,405
-12.1%
0.01%
-10.0%
Q2 2016$182,000
-6.7%
7,289
+10.7%
0.01%
-63.0%
Q1 2016$195,000
+2066.7%
6,583
+1718.5%
0.03%
+2600.0%
Q4 2015$9,0003620.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
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