LAKE STREET ADVISORS GROUP, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 690 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is 0.53 and the average weighting 1.2%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$16,298,000
+88346.3%
525,558
-7.2%
0.97%
-4.9%
Q2 2023$18,427
-0.2%
566,290
-1.5%
1.02%
-10.9%
Q1 2023$18,472
+7.2%
575,089
-0.9%
1.14%
+0.6%
Q4 2022$17,237
-99.9%
580,558
+0.7%
1.14%
+5.2%
Q3 2022$14,871,000
-11.8%
576,408
-1.4%
1.08%
-10.2%
Q2 2022$16,868,000
-15.3%
584,888
+0.6%
1.20%
-5.3%
Q1 2022$19,924,000
-6.0%
581,2030.0%1.27%
-5.1%
Q4 2021$21,202,000
+5.2%
581,203
+4.4%
1.34%
-38.0%
Q3 2021$20,149,000
-3.6%
556,442
-0.3%
2.16%
+39.7%
Q2 2021$20,912,000
+5.3%
558,092
-0.6%
1.54%
-4.3%
Q1 2021$19,851,000
+2.7%
561,397
-2.0%
1.61%
+0.9%
Q4 2020$19,327,000
+16.3%
572,653
+0.8%
1.60%
+2.0%
Q3 2020$16,620,000
+5.1%
568,003
-0.8%
1.57%
-2.2%
Q2 2020$15,808,000
+4.4%
572,328
-9.6%
1.60%
-14.9%
Q1 2020$15,149,000632,7981.88%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
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