Seven Springs Wealth Group, LLC - 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
Seven Springs Wealth Group, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$7,361,977
-4.8%
237,407
-0.1%
3.53%
-3.8%
Q2 2023$7,730,285
-2.0%
237,563
-3.3%
3.67%
-5.9%
Q1 2023$7,886,987
+5.3%
245,548
-2.7%
3.90%
+7.7%
Q4 2022$7,492,732
+12.6%
252,366
-2.1%
3.62%
+0.1%
Q3 2022$6,652,000
-13.5%
257,814
-3.3%
3.62%
-6.2%
Q2 2022$7,691,000
-15.9%
266,6780.0%3.85%
-11.1%
Q1 2022$9,142,000
-6.0%
266,6780.0%4.34%
-2.4%
Q4 2021$9,728,000
+0.5%
266,678
-0.2%
4.44%
-6.3%
Q3 2021$9,676,000
-1.8%
267,214
-0.2%
4.74%
+11.1%
Q2 2021$9,854,000
+3.9%
267,833
-0.1%
4.26%
-4.5%
Q1 2021$9,481,000
+4.5%
268,138
-0.2%
4.47%
-4.7%
Q4 2020$9,072,000
+14.7%
268,791
-0.6%
4.69%
-5.7%
Q3 2020$7,912,000
+4.4%
270,391
-1.4%
4.97%
+3.0%
Q2 2020$7,577,000
+10.8%
274,323
-4.0%
4.83%
+0.2%
Q1 2020$6,840,000285,7314.82%
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