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 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
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 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