Beacon Financial Advisory LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 477 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2022$249,000
-19.2%
8,629
-4.1%
0.14%
-3.4%
Q1 2022$308,000
-9.7%
8,994
-3.7%
0.15%
-6.4%
Q4 2021$341,000
+0.9%
9,338
+0.0%
0.16%
-10.8%
Q3 2021$338,000
-1.7%
9,336
-0.1%
0.18%
-4.9%
Q2 2021$344,000
-5.2%
9,350
-8.9%
0.18%
-11.1%
Q1 2021$363,000
-42.3%
10,263
-45.0%
0.21%
-49.1%
Q4 2020$629,000
+11.1%
18,665
-3.6%
0.41%
-16.9%
Q3 2020$566,000
-1.0%
19,364
-6.6%
0.49%
-20.9%
Q2 2020$572,000
+5.9%
20,737
-8.2%
0.62%
-9.5%
Q1 2020$540,000
-31.4%
22,596
-10.0%
0.69%
+1.9%
Q4 2019$787,00025,1060.67%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Stadion Money Management, LLC 7,557,030$273,640,00018.05%
TRUEFG, LLC 928,878$34,703,00015.73%
SageGuard Financial Group, LLC 24,529$888,00013.93%
McNamara Financial Services, Inc. 1,397,420$50,601,00013.87%
Tennessee Valley Asset Management Partners 988,191$35,782,00013.59%
RESTON WEALTH MANAGEMENT LLC 715,286$25,901,00013.48%
Peterson Wealth Advisors, LLC 974,425$35,284,00011.66%
WALLER FINANCIAL PLANNING GROUP, INC 1,185,775$42,937,00011.41%
Financial Strategies Group, Inc. 676,116$24,482,00010.94%
IAG Wealth Partners, LLC 821,680$29,753,00010.58%
View complete list of SPDR INDEX SHS FDS shareholders