FLAGSHIP HARBOR ADVISORS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 477 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$6,064,417
-44.1%
195,565
-41.3%
0.50%
-43.8%
Q2 2023$10,841,687
+88.6%
333,180
+86.2%
0.90%
+65.6%
Q1 2023$5,748,719
+87.1%
178,976
+72.9%
0.54%
+71.7%
Q4 2022$3,072,834
+28.5%
103,497
+11.7%
0.32%
+13.7%
Q3 2022$2,391,000
-23.7%
92,690
-14.6%
0.28%
-21.3%
Q2 2022$3,132,000
-63.1%
108,588
-56.2%
0.35%
-57.0%
Q1 2022$8,499,000
+85.6%
247,920
+97.6%
0.82%
+89.1%
Q4 2021$4,578,000
-23.1%
125,491
-22.5%
0.43%
-32.3%
Q3 2021$5,954,0000.0%161,8500.0%0.64%
+0.2%
Q2 2021$5,954,000
+200.9%
161,850
+189.2%
0.64%
+184.0%
Q1 2021$1,979,000
+47.4%
55,968
+40.6%
0.22%
+34.7%
Q4 2020$1,343,000
+93.2%
39,798
+67.5%
0.17%
+77.7%
Q3 2020$695,000
+36.3%
23,761
+28.5%
0.09%
+25.3%
Q2 2020$510,000
+24.4%
18,495
+8.0%
0.08%
-8.5%
Q1 2020$410,000
+49.6%
17,121
+95.6%
0.08%
+70.8%
Q4 2019$274,000
+222.4%
8,752
+200.3%
0.05%
+182.4%
Q3 2019$85,000
+32.8%
2,914
+33.7%
0.02%
+30.8%
Q2 2019$64,000
+14.3%
2,180
+12.3%
0.01%
+8.3%
Q1 2019$56,000
+1766.7%
1,941
+1185.4%
0.01%
+1100.0%
Q4 2018$3,000
-40.0%
1510.0%0.00%0.0%
Q3 2018$5,000
+25.0%
1510.0%0.00%0.0%
Q2 2018$4,0001510.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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