Garrett Wealth Advisory Group, 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
Garrett Wealth Advisory Group, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$11,289,545
-1.7%
364,060
+3.2%
5.14%
+0.9%
Q2 2023$11,480,430
+3.1%
352,809
+1.8%
5.09%
-6.3%
Q1 2023$11,135,351
+10.5%
346,679
+2.1%
5.43%
+5.0%
Q4 2022$10,080,088
+20.2%
339,511
+4.5%
5.18%
+10.6%
Q3 2022$8,383,000
+3.1%
324,906
+15.2%
4.68%
+5.8%
Q2 2022$8,133,000
+36.3%
282,002
+62.0%
4.42%
+44.6%
Q1 2022$5,966,000
-51.6%
174,030
-48.5%
3.06%
-48.8%
Q4 2021$12,333,000
+571.0%
338,080
+566.1%
5.98%
+409.3%
Q3 2021$1,838,00050,7571.18%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 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