Foresight Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 673 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.1%.

Quarter-by-quarter ownership
Foresight Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2022$759,520
-81.8%
25,582
-84.2%
10.88%
+1038.3%
Q3 2022$4,174,000
-9.5%
161,792
+1.2%
0.96%
+0.3%
Q2 2022$4,612,000
-20.4%
159,917
-5.4%
0.95%
-11.2%
Q1 2022$5,795,000
-5.1%
169,056
+1.0%
1.07%
+1258.2%
Q4 2021$6,108,000
+2.2%
167,422
+1.5%
0.08%
-93.4%
Q3 2021$5,974,000
-8.1%
164,985
-6.6%
1.20%
-16.8%
Q2 2021$6,502,000
+1.9%
176,722
-2.1%
1.44%
-11.0%
Q1 2021$6,382,000
+4.3%
180,496
-0.4%
1.62%
-0.2%
Q4 2020$6,118,000
+18.2%
181,272
+2.5%
1.62%
-6.4%
Q3 2020$5,174,000
+23.2%
176,844
+16.3%
1.73%
-9.6%
Q2 2020$4,201,000
+13.2%
152,093
-1.9%
1.92%
-25.1%
Q1 2020$3,711,000
-18.8%
155,022
+6.4%
2.56%
-9.1%
Q4 2019$4,568,000
+10.3%
145,694
+3.3%
2.81%
-5.8%
Q3 2019$4,141,000
+0.0%
141,039
+0.8%
2.99%
-4.5%
Q2 2019$4,140,000
+8.6%
139,927
+7.2%
3.13%
-5.5%
Q1 2019$3,812,000
+29.2%
130,514
+17.0%
3.31%
+5.6%
Q4 2018$2,950,000111,5313.13%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Stadion Money Management, LLC 7,557,030$273,640,00018.05%
TRUEFG, LLC 928,878$34,703,00015.73%
SageGuard Financial Group, LLC 24,529$888,00013.93%
McNamara Financial Services, Inc. 1,397,420$50,601,00013.87%
Tennessee Valley Asset Management Partners 988,191$35,782,00013.59%
RESTON WEALTH MANAGEMENT LLC 715,286$25,901,00013.48%
Peterson Wealth Advisors, LLC 974,425$35,284,00011.66%
WALLER FINANCIAL PLANNING GROUP, INC 1,185,775$42,937,00011.41%
Financial Strategies Group, Inc. 676,116$24,482,00010.94%
IAG Wealth Partners, LLC 821,680$29,753,00010.58%
View complete list of SPDR INDEX SHS FDS shareholders