Clear Perspective Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 287 filers reported holding SPDR INDEX SHS FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Clear Perspective Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2021$1,610,000
+18.1%
44,135
+17.3%
0.49%
+4.9%
Q3 2021$1,363,000
+5.0%
37,630
+6.7%
0.47%
+3.3%
Q2 2021$1,298,000
+22.6%
35,274
+17.8%
0.45%
+8.9%
Q1 2021$1,059,000
+12.3%
29,945
+7.1%
0.41%
+7.5%
Q4 2020$943,000
+135.8%
27,948
+23.2%
0.38%
+104.8%
Q3 2020$400,000
-26.5%
22,683
+15.1%
0.19%
-36.7%
Q2 2020$544,000
+22.2%
19,702
+5.9%
0.30%0.0%
Q1 2020$445,000
-16.7%
18,608
+9.2%
0.30%
-10.0%
Q4 2019$534,000
-30.1%
17,036
-34.3%
0.33%
-4.6%
Q3 2019$764,000
+115.8%
25,932
+116.6%
0.35%
+52.4%
Q2 2019$354,000
+25.1%
11,974
+23.5%
0.23%
+12.9%
Q1 2019$283,000
+15.0%
9,697
+4.2%
0.20%
-2.0%
Q4 2018$246,000
+1194.7%
9,305
+1408.1%
0.20%
+1476.9%
Q2 2018$19,0006170.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Fairfield University 637,493$21,853,252,00017.97%
Rinkey Investments 546,920$17,413,00017.21%
TRUEFG, LLC 1,004,400$34,431,00015.63%
Landmark Wealth Management, LLC 866,288$447,992,00015.01%
McNamara Financial Services, Inc. 1,447,681$49,627,00013.47%
Tennessee Valley Asset Management Partners 1,147,061$39,321,00013.31%
RESTON WEALTH MANAGEMENT LLC 733,094$25,130,00012.89%
IAG Wealth Partners, LLC 1,132,384$38,818,00012.21%
Peterson Wealth Advisors, LLC 1,160,192$39,771,00011.77%
Stadion Money Management, LLC 6,028,539$206,658,00011.75%
View complete list of SPDR INDEX SHS FDS shareholders