Pinnacle Family 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
Pinnacle Family Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$395,315
-5.5%
12,748
-0.9%
0.23%
+0.4%
Q2 2023$418,463
-2.6%
12,860
-3.8%
0.23%
-13.4%
Q1 2023$429,456
+3.8%
13,370
-4.0%
0.26%
-11.5%
Q4 2022$413,652
+13.3%
13,932
-1.5%
0.30%
-6.6%
Q3 2022$365,000
-13.1%
14,140
-2.9%
0.32%
-7.9%
Q2 2022$420,000
-57.3%
14,559
-49.3%
0.34%
-34.5%
Q1 2022$984,000
-7.9%
28,719
-1.9%
0.52%
+8.5%
Q4 2021$1,068,000
+66.6%
29,286
+65.3%
0.48%
+68.3%
Q3 2021$641,000
+32.7%
17,713
+34.9%
0.29%
+36.0%
Q2 2021$483,000
-1.0%
13,135
-4.8%
0.21%
-17.6%
Q1 2021$488,000
-1.2%
13,791
-5.8%
0.26%
-15.2%
Q4 2020$494,00014,6470.30%
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