Patriot Financial Group Insurance Agency, LLC - 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
Patriot Financial Group Insurance Agency, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,608,334
-24.4%
51,865
-20.7%
0.33%
-17.0%
Q2 2023$2,127,433
+5.2%
65,379
+3.8%
0.40%
-2.2%
Q1 2023$2,022,736
+11.7%
62,974
+3.3%
0.41%
+68.7%
Q4 2022$1,810,831
+15.1%
60,991
+0.0%
0.24%
-36.6%
Q3 2022$1,573,000
+18.7%
60,980
+32.7%
0.38%
+42.4%
Q2 2022$1,325,000
-15.7%
45,942
+0.2%
0.27%
-3.9%
Q1 2022$1,572,000
+10.9%
45,852
+18.0%
0.28%
+18.6%
Q4 2021$1,418,000
+19.3%
38,869
+18.4%
0.24%
+11.8%
Q3 2021$1,189,000
+5.3%
32,841
+7.0%
0.21%
+2.4%
Q2 2021$1,129,000
+17.7%
30,683
+13.1%
0.21%
-6.4%
Q1 2021$959,000
-21.9%
27,134
-25.4%
0.22%
-28.6%
Q4 2020$1,228,000
+15.3%
36,379
-0.0%
0.31%
-11.0%
Q3 2020$1,065,000
+14.4%
36,392
+7.9%
0.35%
-2.8%
Q2 2020$931,000
+24.8%
33,712
+8.1%
0.36%
+4.4%
Q1 2020$746,000
+14.2%
31,173
+49.7%
0.34%
+39.2%
Q4 2019$653,000
+38.9%
20,817
+30.0%
0.24%
+16.1%
Q3 2019$470,000
+42.9%
16,007
+44.7%
0.21%
+48.6%
Q2 2019$329,000
+19.2%
11,061
+16.9%
0.14%0.0%
Q1 2019$276,000
+12.7%
9,462
+2.0%
0.14%
-11.8%
Q4 2018$245,000
+87.0%
9,281
+118.5%
0.16%
+106.4%
Q3 2018$131,000
+1771.4%
4,248
+1866.7%
0.08%
+1460.0%
Q1 2018$7,0000.0%2160.0%0.01%0.0%
Q4 2017$7,0000.0%216
+0.9%
0.01%
-16.7%
Q3 2017$7,000
+16.7%
2140.0%0.01%0.0%
Q2 2017$6,0000.0%214
+0.9%
0.01%0.0%
Q1 2017$6,0000.0%2120.0%0.01%
-25.0%
Q4 2016$6,0002120.01%
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