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 673 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is 0.02 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 Q4 2022
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