COLTON GROOME FINANCIAL ADVISORS, 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
COLTON GROOME FINANCIAL ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,000,507
-25.7%
129,007
-22.1%
2.00%
-20.7%
Q2 2023$5,385,891
-5.7%
165,516
-7.0%
2.52%
-7.3%
Q1 2023$5,714,180
+42.2%
177,901
+31.4%
2.72%
+38.3%
Q4 2022$4,018,779
+61.3%
135,358
+40.1%
1.97%
+55.1%
Q3 2022$2,492,000
-44.2%
96,588
-37.6%
1.27%
-43.1%
Q2 2022$4,465,000
-54.8%
154,817
-46.2%
2.23%
-51.1%
Q1 2022$9,874,000
-1.4%
288,028
+4.9%
4.57%
+12.2%
Q4 2021$10,017,000
+8.4%
274,585
+7.6%
4.07%
+1.3%
Q3 2021$9,238,000
-10.0%
255,126
-8.5%
4.02%
-14.5%
Q2 2021$10,259,000
+5.6%
278,866
+1.5%
4.70%
-13.5%
Q1 2021$9,719,000
+735.0%
274,858
+697.2%
5.43%
+623.9%
Q4 2020$1,164,000
-92.0%
34,477
-93.1%
0.75%
-92.7%
Q3 2020$14,613,000
+5.7%
499,432
-0.2%
10.26%
+2.0%
Q2 2020$13,826,000
+339.8%
500,588
+281.1%
10.05%
+286.5%
Q1 2020$3,144,000
-66.9%
131,338
-56.7%
2.60%
-61.8%
Q4 2019$9,509,000
+2.2%
303,310
+0.3%
6.81%
-0.8%
Q3 2019$9,300,000302,4306.87%
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