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 72 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q4 2021
NameSharesValueWeighting ↓
USAdvisors Wealth Management, LLC 123,450$9,735,0008.32%
Sequoia Financial Advisors, LLC 126,991$10,014,0001.06%
FAS Wealth Partners, Inc. 32,255$2,544,0000.67%
AlphaStar Capital Management, LLC 25,208$1,988,0000.51%
AdvisorNet Financial, Inc 39,382$3,106,0000.47%
Peak Financial Management, Inc. 11,118$876,0000.17%
Cypress Wealth Services, LLC 4,688$370,0000.15%
C M BIDWELL & ASSOCIATES LTD 1,175$93,0000.08%
MANAGED ASSET PORTFOLIOS, LLC 3,050$241,0000.08%
CENTAURUS FINANCIAL, INC. 3,417$269,0000.07%
View complete list of SPDR INDEX SHS FDS shareholders