Bogart Wealth, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 17 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$17,582
-10.2%
567
-5.8%
0.00%0.0%
Q2 2023$19,588
+1.8%
602
+0.5%
0.00%0.0%
Q1 2023$19,233
+8.2%
5990.0%0.00%0.0%
Q4 2022$17,778
-91.3%
599
-92.5%
0.00%
-94.1%
Q3 2022$205,000
+1105.9%
7,949
+1231.5%
0.02%
+1600.0%
Q2 2022$17,000
-15.0%
597
+0.7%
0.00%
-50.0%
Q1 2022$20,000
-9.1%
5930.0%0.00%0.0%
Q4 2021$22,000
+4.8%
593
+0.3%
0.00%0.0%
Q3 2021$21,0000.0%591
+3.7%
0.00%0.0%
Q2 2021$21,000
+23.5%
570
+16.3%
0.00%0.0%
Q1 2021$17,000
+54.5%
490
+46.3%
0.00%0.0%
Q4 2020$11,000
+37.5%
335
+10.2%
0.00%0.0%
Q3 2020$8,0000.0%3040.0%0.00%0.0%
Q2 2020$8,000
+14.3%
3040.0%0.00%0.0%
Q1 2020$7,0003040.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
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