Highland Private Wealth Management - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 731 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is 337.20 and the average weighting 1.1%.

Quarter-by-quarter ownership
Highland Private Wealth Management ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2022$1,417,000
+14.4%
54,922
+27.9%
0.23%
+19.9%
Q2 2022$1,239,000
-16.1%
42,948
-0.3%
0.19%
-3.0%
Q1 2022$1,476,000
-9.8%
43,065
-4.0%
0.20%
-4.8%
Q4 2021$1,637,000
-16.1%
44,870
-16.7%
0.21%
-25.0%
Q3 2021$1,950,000
+12.1%
53,847
+13.8%
0.28%
+7.0%
Q2 2021$1,740,000
+33.7%
47,302
+28.6%
0.26%
+20.6%
Q1 2021$1,301,000
-39.7%
36,781
-42.4%
0.21%
+15.1%
Q4 2020$2,156,000
+126.2%
63,860
+96.0%
0.19%
-0.5%
Q3 2020$953,000
+5.9%
32,5850.0%0.19%
-3.6%
Q2 2020$900,000
-41.9%
32,585
-49.7%
0.19%
-8.5%
Q1 2020$1,550,000
+54.1%
64,720
+101.6%
0.21%
-12.0%
Q4 2019$1,006,00032,1050.24%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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