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 522 filers reported holding SPDR INDEX SHS FDS in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 888,652$26,002,00016.72%
TRUEFG, LLC 780,215$22,829,00015.88%
McNamara Financial Services, Inc. 1,307,638$38,261,00012.95%
Stadion Money Management, LLC 9,961,877$291,485,00011.63%
Financial Strategies Group, Inc. 520,934$15,243,00010.27%
COLTON GROOME FINANCIAL ADVISORS, LLC 499,432$14,613,00010.26%
AlphaStar Capital Management, LLC 1,709,955$50,751,00010.15%
WALLER FINANCIAL PLANNING GROUP, INC 933,099$27,302,00010.01%
ARQ WEALTH ADVISORS, LLC 353,690$10,349,0009.97%
IAG Wealth Partners, LLC 722,362$21,137,0009.75%
View complete list of SPDR INDEX SHS FDS shareholders