Concord Wealth Partners - 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
Concord Wealth Partners ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$6,037,960
-12.4%
194,710
-8.0%
1.28%
-13.5%
Q2 2023$6,889,794
+39.0%
211,733
+37.3%
1.48%
+5.5%
Q1 2023$4,955,100
-21.2%
154,268
-27.1%
1.41%
-25.6%
Q4 2022$6,286,616
-56.9%
211,742
-62.5%
1.89%
-59.1%
Q3 2022$14,577,000
-12.4%
564,984
-2.0%
4.63%
+1.3%
Q2 2022$16,632,000
-21.1%
576,697
-6.3%
4.57%
-16.3%
Q1 2022$21,090,000
-5.4%
615,232
+0.6%
5.46%0.0%
Q4 2021$22,303,000
+41.4%
611,364
+40.3%
5.46%
-15.5%
Q3 2021$15,778,000
-27.3%
435,740
-26.1%
6.46%
+3.9%
Q2 2021$21,701,000
+28.7%
589,848
+23.7%
6.22%
+9.5%
Q1 2021$16,864,000
+11530.3%
476,928
+11004.3%
5.68%
+4972.3%
Q4 2020$145,0004,2950.11%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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