QP WEALTH MANAGEMENT, 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
QP WEALTH MANAGEMENT, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,358,900
+5.8%
76,069
+11.0%
4.12%
+16.4%
Q2 2023$2,230,259
+11.9%
68,539
+10.4%
3.54%
+8.3%
Q1 2023$1,993,367
+100.0%
62,060
+84.9%
3.26%
+110.2%
Q4 2022$996,604
-59.5%
33,567
-64.6%
1.55%
-56.1%
Q3 2022$2,460,000
-10.8%
94,784
-0.9%
3.54%
-6.3%
Q2 2022$2,759,000
-16.9%
95,664
-1.3%
3.78%
+1.8%
Q1 2022$3,322,000
-12.6%
96,915
-7.0%
3.71%
-7.9%
Q4 2021$3,800,000
+15.0%
104,167
+14.2%
4.03%
+13.7%
Q3 2021$3,303,000
-2.3%
91,224
-0.7%
3.54%
+2.4%
Q2 2021$3,380,000
+28.4%
91,886
+23.4%
3.46%
+20.8%
Q1 2021$2,633,00074,4752.86%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 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