Beacon Pointe Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 673 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.1%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,671,154
+7.2%
150,635
+12.5%
0.06%
-18.3%
Q2 2023$4,356,869
-1.1%
133,894
-2.4%
0.07%
-5.3%
Q1 2023$4,405,238
+1.4%
137,149
-6.3%
0.08%
-10.7%
Q4 2022$4,344,477
+3.6%
146,328
-9.9%
0.08%
-10.6%
Q3 2022$4,194,000
-4.2%
162,467
+7.1%
0.09%
+2.2%
Q2 2022$4,376,000
-17.5%
151,682
-2.0%
0.09%
+26.0%
Q1 2022$5,304,000
+20.0%
154,734
+27.7%
0.07%
-36.5%
Q4 2021$4,421,000
+2.5%
121,193
+1.7%
0.12%
+8.5%
Q3 2021$4,314,000
+70.0%
119,130
+72.7%
0.11%
+17.8%
Q2 2021$2,537,000
+9.2%
68,965
+4.8%
0.09%
-37.1%
Q1 2021$2,324,000
+5.8%
65,789
+1.1%
0.14%
-4.7%
Q4 2020$2,197,000
+10.9%
65,103
-3.8%
0.15%
-21.9%
Q3 2020$1,981,000
+4.5%
67,681
-1.5%
0.19%
+1.1%
Q2 2020$1,896,000
-22.9%
68,696
-33.1%
0.19%
-51.5%
Q1 2020$2,459,000
+507.2%
102,713
+694.7%
0.39%
+211.1%
Q4 2019$405,000
+25.0%
12,925
+18.3%
0.13%
+6.8%
Q2 2019$324,000
-41.4%
10,929
-47.8%
0.12%
-64.9%
Q4 2018$553,00020,9220.34%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2022
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