Integrated Wealth Concepts LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 551 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$21,839,681
-7.4%
704,279
-2.9%
0.38%
-4.7%
Q2 2023$23,590,447
+142062.5%
724,968
+40.3%
0.40%
+18.1%
Q1 2023$16,594
+19.8%
516,625
+10.8%
0.34%
-9.0%
Q4 2022$13,846
-99.9%
466,367
-2.9%
0.38%
-5.1%
Q3 2022$12,398,000
-1.0%
480,537
+10.6%
0.40%
+1.5%
Q2 2022$12,527,000
+144.5%
434,368
+190.6%
0.39%
+148.4%
Q1 2022$5,124,000
-6.3%
149,464
-0.3%
0.16%
-3.7%
Q4 2021$5,470,000
+7.8%
149,940
+7.0%
0.16%
-1.2%
Q3 2021$5,073,000
+20.8%
140,110
+22.7%
0.16%
+10.7%
Q2 2021$4,201,000
+29.6%
114,202
+24.5%
0.15%
+12.0%
Q1 2021$3,242,000
+67.0%
91,698
+59.5%
0.13%
+44.6%
Q4 2020$1,941,000
+708.8%
57,498
+601.4%
0.09%
+513.3%
Q3 2020$240,000
-75.1%
8,198
-76.5%
0.02%
-78.3%
Q2 2020$963,000
+28.2%
34,875
+11.2%
0.07%0.0%
Q1 2020$751,000
-19.8%
31,354
+5.1%
0.07%
-12.7%
Q4 2019$936,000
+14.0%
29,843
+6.8%
0.08%
-14.1%
Q3 2019$821,000
+346.2%
27,949
-11.7%
0.09%
+283.3%
Q2 2019$184,000
-73.6%
31,639
+32.3%
0.02%
-79.7%
Q1 2019$698,000
+82.7%
23,909
+65.5%
0.12%
+13.5%
Q4 2018$382,00014,4430.10%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
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