Lucia Wealth Services, 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
Lucia Wealth Services, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2020$2,632,000
-8.5%
89,968
-13.6%
0.62%
-18.7%
Q2 2020$2,875,000
+137.0%
104,085
+105.3%
0.76%
+89.5%
Q1 2020$1,213,000
+250.6%
50,687
+359.7%
0.40%
+278.3%
Q4 2019$346,00011,0270.11%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 888,652$26,002,00016.72%
TRUEFG, LLC 780,215$22,829,00015.88%
McNamara Financial Services, Inc. 1,307,638$38,261,00012.95%
Stadion Money Management, LLC 9,961,877$291,485,00011.63%
Financial Strategies Group, Inc. 520,934$15,243,00010.27%
COLTON GROOME FINANCIAL ADVISORS, LLC 499,432$14,613,00010.26%
AlphaStar Capital Management, LLC 1,709,955$50,751,00010.15%
WALLER FINANCIAL PLANNING GROUP, INC 933,099$27,302,00010.01%
ARQ WEALTH ADVISORS, LLC 353,690$10,349,0009.97%
IAG Wealth Partners, LLC 722,362$21,137,0009.75%
View complete list of SPDR INDEX SHS FDS shareholders