VISTA INVESTMENT 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
VISTA INVESTMENT MANAGEMENT ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,826,583
-7.3%
58,903
-2.8%
0.96%
-3.9%
Q2 2023$1,971,079
+2.3%
60,574
+0.9%
1.00%
-2.1%
Q1 2023$1,927,353
+14.6%
60,005
+5.9%
1.02%
+6.1%
Q4 2022$1,681,608
+18.3%
56,639
+2.8%
0.96%
+9.7%
Q3 2022$1,421,000
-9.7%
55,096
+1.0%
0.88%
-8.0%
Q2 2022$1,573,000
-15.8%
54,548
+0.1%
0.95%
-7.0%
Q1 2022$1,868,000
-6.2%
54,491
-0.1%
1.02%
-5.4%
Q4 2021$1,991,000
+4.0%
54,569
+3.2%
1.08%
-3.7%
Q3 2021$1,915,000
-0.8%
52,900
+0.8%
1.12%
-1.4%
Q2 2021$1,931,000
-0.7%
52,496
-4.6%
1.14%
-5.9%
Q1 2021$1,945,000
+0.1%
55,013
-4.5%
1.21%
-7.0%
Q4 2020$1,943,000
+18.0%
57,576
+2.4%
1.30%
+3.7%
Q3 2020$1,646,000
+3.8%
56,243
-2.1%
1.26%
-7.8%
Q2 2020$1,586,000
+14.5%
57,422
-0.8%
1.36%
-3.7%
Q1 2020$1,385,000
-25.3%
57,870
-2.2%
1.42%
+1.6%
Q4 2019$1,855,000
+3.3%
59,184
-3.2%
1.39%
-5.9%
Q3 2019$1,795,000
+0.1%
61,122
+0.9%
1.48%
-2.4%
Q2 2019$1,793,000
+3.2%
60,582
+1.9%
1.52%
-0.4%
Q1 2019$1,737,000
+27.8%
59,461
+15.7%
1.52%
+8.9%
Q4 2018$1,359,000
-0.4%
51,398
+15.9%
1.40%
+16.1%
Q3 2018$1,364,000
+32.4%
44,333
+30.9%
1.20%
+19.8%
Q2 2018$1,030,000
+7.7%
33,872
+11.3%
1.01%
+0.5%
Q1 2018$956,000
+12.1%
30,430
+13.1%
1.00%
+12.2%
Q4 2017$853,00026,9030.89%
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