Heartwood Wealth 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
Heartwood Wealth Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,591,465
-5.6%
148,064
-1.0%
0.68%
-1.9%
Q2 2023$4,864,730
+1.3%
149,5000.0%0.69%
-3.6%
Q1 2023$4,801,940
-3.0%
149,500
-10.3%
0.72%
-7.6%
Q4 2022$4,951,015
+29.3%
166,757
+12.4%
0.78%
+16.9%
Q3 2022$3,829,000
-15.5%
148,403
-5.5%
0.66%
-11.1%
Q2 2022$4,531,000
-16.1%
157,116
-0.3%
0.75%
-7.2%
Q1 2022$5,402,000
-7.2%
157,593
-1.3%
0.80%
-8.0%
Q4 2021$5,820,000
-16.1%
159,599
-16.7%
0.87%
-19.1%
Q3 2021$6,935,000
+6.8%
191,508
+8.5%
1.08%
+8.1%
Q2 2021$6,496,000
+0.6%
176,566
-3.3%
1.00%
-3.7%
Q1 2021$6,458,000
+1.7%
182,646
-2.9%
1.04%
+1.2%
Q4 2020$6,351,000
+15.3%
188,1870.0%1.02%
-2.7%
Q3 2020$5,506,000
-4.9%
188,187
-10.2%
1.05%
-8.2%
Q2 2020$5,791,000
+59.9%
209,675
+38.6%
1.15%
+32.0%
Q1 2020$3,621,000
+416.5%
151,248
+576.2%
0.87%
+548.5%
Q4 2019$701,00022,3660.13%
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