Verdence Capital Advisors LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475. A total of 100 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Verdence Capital Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$313,247
-3.5%
6,2040.0%0.03%
-10.5%
Q2 2023$324,725
+6.2%
6,204
+1.2%
0.04%
+2.7%
Q1 2023$305,847
+6.9%
6,1330.0%0.04%
+5.7%
Q4 2022$285,976
+10.4%
6,133
+1.2%
0.04%
-2.8%
Q3 2022$259,000
-7.2%
6,0600.0%0.04%0.0%
Q2 2022$279,000
-15.2%
6,060
+1.1%
0.04%
-2.7%
Q1 2022$329,000
-5.2%
5,9960.0%0.04%
-9.8%
Q4 2021$347,000
+7.1%
5,996
+1.2%
0.04%
-4.7%
Q3 2021$324,000
-1.5%
5,9240.0%0.04%
-6.5%
Q2 2021$329,000
+6.8%
5,924
+0.8%
0.05%
-11.5%
Q1 2021$308,000
+7.7%
5,8780.0%0.05%
-3.7%
Q4 2020$286,000
+13.5%
5,878
+0.9%
0.05%
-6.9%
Q3 2020$252,000
+8.6%
5,8240.0%0.06%
+1.8%
Q2 2020$232,000
-6.5%
5,824
+0.6%
0.06%
-6.6%
Q4 2019$248,000
+8.8%
5,787
+1.4%
0.06%
-4.7%
Q3 2019$228,0000.0%5,705
+100.0%
0.06%
-3.0%
Q2 2019$228,000
+3.6%
2,853
+1.2%
0.07%
+10.0%
Q1 2019$220,0002,8200.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 372,191$17,355,2796.83%
Barden Capital Management, Inc. 96,664$4,507,4574.62%
UNIQUE WEALTH, LLC 117,387$5,473,7532.92%
Advance Capital Management, Inc. 382,387$17,830,6982.36%
Gateway Wealth Partners, LLC 285,258$13,301,5852.29%
INTERACTIVE FINANCIAL ADVISORS, INC. 56,731$2,645,3791.58%
Sequoia Financial Advisors, LLC 1,284,576$59,899,7931.47%
ACT WEALTH MANAGEMENT, LLC 29,482$1,374,7410.87%
FINANCIAL CONSULATE, INC 38,373$1,789,3330.62%
Great Waters Wealth Management 53,188$2,647,6880.57%
View complete list of SPDR INDEX SHS FDS shareholders