Total Wealth Planning, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475. A total of 67 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Total Wealth Planning, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$428,665
-20.2%
8,190
-24.0%
0.09%
-24.6%
Q1 2023$537,250
+8.2%
10,773
+1.1%
0.12%
-4.1%
Q4 2022$496,749
-14.8%
10,653
-21.8%
0.12%
-25.9%
Q3 2022$583,000
-7.0%
13,624
+0.0%
0.17%
-8.3%
Q2 2022$627,000
-3.1%
13,620
+15.4%
0.18%
+3.4%
Q1 2022$647,000
-16.5%
11,803
-16.6%
0.18%
-37.7%
Q3 2021$775,000
-10.2%
14,152
-9.0%
0.28%
-16.9%
Q2 2021$863,000
-0.9%
15,549
-6.6%
0.34%
-8.4%
Q1 2021$871,000
+3.8%
16,642
-3.4%
0.37%
-4.9%
Q4 2020$839,000
-9.7%
17,221
-19.7%
0.39%
-19.5%
Q3 2020$929,000
+5.4%
21,459
-2.9%
0.48%
-1.2%
Q2 2020$881,000
+17.2%
22,108
-1.1%
0.49%
-0.2%
Q1 2020$752,00022,3610.49%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Stadion Money Management, LLC 2,608,618$142,804,0009.42%
Peak Financial Management, Inc. 365,753$20,023,0006.78%
Golden State Equity Partners 104,842$5,739,0002.34%
Sequoia Financial Advisors, LLC 393,707$21,553,0002.19%
ACT WEALTH MANAGEMENT, LLC 18,338$1,018,0000.63%
FIRST HAWAIIAN BANK 275,707$15,093,0000.62%
FINANCIAL CONSULATE, INC 30,967$1,695,0000.61%
AdvisorNet Financial, Inc 142,865$7,821,0000.54%
Professional Financial Advisors, LLC 17,111$937,0000.54%
Flagship Private Wealth, LLC 12,224$669,0000.54%
View complete list of SPDR INDEX SHS FDS shareholders