Lantz Financial LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 690 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is 0.53 and the average weighting 1.2%.

Quarter-by-quarter ownership
Lantz Financial LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$464,034
-17.0%
14,964
-12.9%
0.18%
-15.5%
Q2 2023$559,070
-1.5%
17,181
-2.8%
0.22%
-7.2%
Q1 2023$567,721
-0.2%
17,675
-7.8%
0.24%
-8.9%
Q4 2022$569,128
-2.5%
19,169
-15.3%
0.26%
-14.8%
Q3 2022$584,000
-4.3%
22,621
+6.9%
0.30%
+10.5%
Q2 2022$610,000
-26.3%
21,164
-12.4%
0.28%
-18.4%
Q1 2022$828,000
-23.5%
24,168
-18.6%
0.34%
-32.5%
Q4 2021$1,083,000
-14.9%
29,682
-15.5%
0.50%
-23.6%
Q3 2021$1,273,000
-16.5%
35,144
-15.1%
0.65%
-16.6%
Q2 2021$1,524,000
-16.7%
41,416
-19.9%
0.78%
-24.7%
Q1 2021$1,829,000
+11.9%
51,722
+6.8%
1.04%
+2.0%
Q4 2020$1,635,000
+15.3%
48,450
-0.1%
1.02%
+6.9%
Q3 2020$1,418,000
+10.2%
48,479
+4.0%
0.95%
+3.0%
Q2 2020$1,287,000
+32.7%
46,612
+15.1%
0.93%
+21.8%
Q1 2020$970,000
-6.9%
40,498
+21.9%
0.76%
+23.2%
Q4 2019$1,042,000
+30.7%
33,228
+18.9%
0.62%
+14.7%
Q3 2019$797,000
+52.1%
27,941
+59.0%
0.54%
+51.5%
Q2 2019$524,00017,5750.36%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 888,652$26,002,00016.72%
TRUEFG, LLC 780,215$22,829,00015.88%
McNamara Financial Services, Inc. 1,307,638$38,261,00012.95%
Stadion Money Management, LLC 9,961,877$291,485,00011.63%
Financial Strategies Group, Inc. 520,934$15,243,00010.27%
COLTON GROOME FINANCIAL ADVISORS, LLC 499,432$14,613,00010.26%
AlphaStar Capital Management, LLC 1,709,955$50,751,00010.15%
WALLER FINANCIAL PLANNING GROUP, INC 933,099$27,302,00010.01%
ARQ WEALTH ADVISORS, LLC 353,690$10,349,0009.97%
IAG Wealth Partners, LLC 722,362$21,137,0009.75%
View complete list of SPDR INDEX SHS FDS shareholders