BCS Wealth Management - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 731 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is 337.20 and the average weighting 1.1%.

Quarter-by-quarter ownership
BCS Wealth Management ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,329
+2.4%
75,119
+7.4%
0.97%
-41.7%
Q2 2023$2,275
-1.0%
69,920
-2.3%
1.66%
+60.0%
Q1 2023$2,298
+50.4%
71,535
+39.0%
1.04%
+62.2%
Q4 2022$1,528
-99.8%
51,453
+68.1%
0.64%
+72.0%
Q3 2022$790,000
+21.0%
30,611
+35.3%
0.37%
+28.3%
Q2 2022$653,000
+13.8%
22,630
+35.1%
0.29%
+21.8%
Q1 2022$574,000
+79.4%
16,754
+91.1%
0.24%
+107.0%
Q4 2021$320,000
+31.7%
8,767
+30.4%
0.12%
+11.7%
Q3 2021$243,000
-1.6%
6,7210.0%0.10%
-21.4%
Q2 2021$247,000
+3.8%
6,7210.0%0.13%
+15.9%
Q1 2021$238,000
+4.8%
6,7210.0%0.11%
-4.2%
Q4 2020$227,0006,7210.12%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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