Paradigm Financial Partners, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 551 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Paradigm Financial Partners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2023$445,247
-11.1%
13,862
-14.8%
0.12%
-17.8%
Q4 2022$500,874
+11.6%
16,278
-3.3%
0.15%
+5.0%
Q3 2022$449,000
-10.2%
16,830
-3.2%
0.14%
-7.3%
Q2 2022$500,000
-5.5%
17,384
+11.1%
0.15%
+28.2%
Q1 2022$529,000
+1.3%
15,641
+9.4%
0.12%
+7.3%
Q4 2021$522,000
+14.5%
14,298
+13.6%
0.11%
+0.9%
Q3 2021$456,000
+5.1%
12,582
+6.6%
0.11%0.0%
Q2 2021$434,000
-17.2%
11,805
-20.4%
0.11%
-23.9%
Q1 2021$524,000
+0.2%
14,825
-1.3%
0.14%
-6.0%
Q4 2020$523,000
+13.0%
15,013
-5.1%
0.15%
-7.9%
Q3 2020$463,000
+8.2%
15,813
+5.2%
0.16%
-3.0%
Q2 2020$428,000
-27.2%
15,037
-37.4%
0.17%
-44.0%
Q1 2020$588,000
+1.0%
24,015
+29.3%
0.30%
+33.6%
Q4 2019$582,000
+19.8%
18,579
+10.3%
0.23%
+1.3%
Q3 2019$486,000
-19.0%
16,840
-17.0%
0.22%
-16.5%
Q2 2019$600,000
+5.1%
20,290
+3.9%
0.27%0.0%
Q1 2019$571,000
+17.7%
19,533
+6.5%
0.27%
-9.2%
Q4 2018$485,00018,3380.29%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
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