WFA of San Diego, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 538 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,452,911
-7.3%
46,853
-2.8%
1.50%
-2.4%
Q2 2023$1,567,731
-9.6%
48,179
-17.5%
1.54%
+16.1%
Q4 2022$1,734,229
+15.0%
58,411
-0.0%
1.33%
-2.4%
Q3 2022$1,508,000
+2.5%
58,435
+14.6%
1.36%
+7.9%
Q2 2022$1,471,000
-22.9%
50,998
-8.4%
1.26%
-13.3%
Q1 2022$1,909,000
-5.3%
55,678
+0.7%
1.45%
+24.0%
Q4 2021$2,016,000
+9.9%
55,273
+9.1%
1.17%
-8.7%
Q3 2021$1,835,000
+5.1%
50,685
+6.8%
1.28%
-5.2%
Q2 2021$1,746,000
+56.0%
47,452
+49.9%
1.36%
+45.9%
Q1 2021$1,119,000
+3290.9%
31,647
-22.2%
0.93%
+10222.2%
Q4 2020$33,000
-97.4%
40,658
-6.9%
0.01%
-99.3%
Q3 2020$1,277,000
+13.4%
43,648
+7.1%
1.21%
+358.0%
Q2 2020$1,126,00040,7520.26%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
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