TPG Financial Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 731 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is 337.20 and the average weighting 1.1%.

Quarter-by-quarter ownership
TPG Financial Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$5,595,832
+5.9%
180,453
+11.1%
2.89%
+4.5%
Q2 2023$5,283,829
+4.0%
162,380
+2.7%
2.77%
-0.2%
Q1 2023$5,079,923
+12.2%
158,155
+3.7%
2.78%
+1.1%
Q4 2022$4,527,116
+14.1%
152,480
-0.9%
2.75%
+12.7%
Q3 2022$3,968,000
-18.7%
153,803
-9.1%
2.44%
-25.4%
Q2 2022$4,878,000
-14.6%
169,149
+1.5%
3.27%
-5.5%
Q1 2022$5,714,000
+1.1%
166,693
+7.6%
3.46%
-0.1%
Q4 2021$5,652,000
+11.3%
154,922
+10.4%
3.46%
+3.2%
Q3 2021$5,080,000
+13.9%
140,296
+15.7%
3.35%
+7.1%
Q2 2021$4,461,000
-11.5%
121,264
-14.9%
3.13%
-10.8%
Q1 2021$5,038,000
-1.3%
142,491
-5.7%
3.51%
-7.3%
Q4 2020$5,102,000
+33.4%
151,184
+15.6%
3.79%
+16.0%
Q3 2020$3,825,000
+0.5%
130,738
-5.1%
3.27%
-4.3%
Q2 2020$3,807,000
+59.0%
137,822
+37.8%
3.41%
+43.7%
Q1 2020$2,395,000
-32.5%
100,022
-11.6%
2.38%
-18.8%
Q4 2019$3,548,000
+11.9%
113,170
+4.8%
2.92%
+2.5%
Q3 2019$3,171,000
+35.4%
108,015
+38.3%
2.85%
+33.1%
Q2 2019$2,342,000
-20.8%
78,128
-21.8%
2.14%
-25.0%
Q1 2019$2,957,000
+53.8%
99,866
+37.4%
2.86%
+36.9%
Q4 2018$1,923,00072,7012.09%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 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