Wambolt & Associates, 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
Wambolt & Associates, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$612,047
-5.9%
20,047
+0.3%
0.22%
-4.3%
Q2 2023$650,651
+18.9%
19,995
+18.3%
0.23%
+19.6%
Q1 2023$547,324
+20.0%
16,903
+10.0%
0.19%
+10.9%
Q4 2022$456,191
+30.7%
15,365
+13.7%
0.18%
+18.2%
Q3 2022$349,000
+8.0%
13,513
+20.6%
0.15%
+13.8%
Q2 2022$323,000
-8.5%
11,209
+9.7%
0.13%
+0.8%
Q1 2022$353,000
+6.6%
10,214
+12.6%
0.13%
+7.5%
Q4 2021$331,000
+15.3%
9,072
+14.7%
0.12%
+4.3%
Q3 2021$287,000
+5.5%
7,912
+7.3%
0.12%
-0.9%
Q2 2021$272,000
+25.3%
7,373
+21.9%
0.12%
+2.7%
Q1 2021$217,0006,0470.11%
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