Peterson Wealth Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 628 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Peterson Wealth Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$44,761,231
-1.4%
1,443,445
+3.7%
12.03%
+0.2%
Q2 2023$45,397,292
+1.8%
1,391,275
+0.3%
12.00%
-2.2%
Q1 2023$44,575,043
+12.1%
1,387,766
+3.6%
12.27%
+2.2%
Q4 2022$39,763,966
+20.9%
1,339,305
+5.1%
12.00%
+8.7%
Q3 2022$32,881,000
-8.3%
1,274,442
+2.5%
11.04%
-6.7%
Q2 2022$35,869,000
-9.8%
1,243,733
+7.2%
11.84%
+0.6%
Q1 2022$39,771,000
+0.3%
1,160,192
+6.8%
11.77%
+2.9%
Q4 2021$39,635,000
+12.3%
1,086,491
+11.5%
11.43%
-2.0%
Q3 2021$35,284,000
+981.3%
974,425
+998.7%
11.66%
+908.0%
Q2 2021$3,263,000
+8.8%
88,690
+4.6%
1.16%
-5.2%
Q1 2021$2,998,000
+11.4%
84,788
+6.4%
1.22%
+3.0%
Q4 2020$2,690,000
+22.4%
79,707
+6.1%
1.18%
+5.2%
Q3 2020$2,198,000
+20.6%
75,131
+13.8%
1.13%
+16.0%
Q2 2020$1,823,000
+16.8%
66,012
+1.2%
0.97%
-4.1%
Q1 2020$1,561,000
+7.0%
65,221
+40.1%
1.01%
+21.3%
Q4 2019$1,459,000
+14.0%
46,544
+6.7%
0.83%
+6.4%
Q3 2019$1,280,000
+7.8%
43,607
+8.7%
0.78%
+4.4%
Q2 2019$1,187,000
+6.9%
40,111
+8.1%
0.75%
+1.2%
Q1 2019$1,110,000
+25.3%
37,089
+10.7%
0.74%
+5.7%
Q4 2018$886,000
-6.7%
33,491
+8.5%
0.70%
+1.3%
Q3 2018$950,000
+10.1%
30,866
+8.8%
0.69%
-0.9%
Q2 2018$863,000
+7.9%
28,377
+11.5%
0.70%
+5.7%
Q1 2018$800,00025,4500.66%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 906,206$30,584,00017.37%
TRUEFG, LLC 797,298$26,909,00016.12%
McNamara Financial Services, Inc. 1,307,732$38,264,00012.96%
WALLER FINANCIAL PLANNING GROUP, INC 1,083,509$36,568,00011.40%
Stadion Money Management, LLC 9,133,512$308,256,00011.23%
Financial Strategies Group, Inc. 566,798$19,129,00010.66%
Brown Financial Advisory 354,055$11,949,00010.59%
IAG Wealth Partners, LLC 729,708$24,628,00010.06%
Baystate Wealth Management LLC 2,578,949$87,040,0009.92%
Advisory Alpha, LLC 1,408,270$47,529,0009.71%
View complete list of SPDR INDEX SHS FDS shareholders