Triumph Capital Management - 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
Triumph Capital Management ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$683,057
-0.3%
22,027
+4.6%
0.31%0.0%
Q2 2023$684,967
-6.9%
21,050
-8.1%
0.31%
-17.6%
Q1 2023$736,030
+1.0%
22,915
-6.6%
0.38%
-3.6%
Q4 2022$728,444
+15.4%
24,535
+0.3%
0.39%
+13.4%
Q3 2022$631,000
-2.3%
24,468
+9.2%
0.34%
+0.9%
Q2 2022$646,000
-4.9%
22,399
+13.0%
0.34%
+16.0%
Q1 2022$679,000
+33.9%
19,816
+42.4%
0.29%
+34.2%
Q4 2021$507,000
+19.0%
13,911
+18.3%
0.22%
+10.1%
Q3 2021$426,000
+8.7%
11,764
+11.2%
0.20%
-13.1%
Q2 2021$392,00010,5830.23%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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