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 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
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 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