IAG Wealth Partners, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 17 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$29,910,367
-0.6%
964,539
+4.3%
8.34%
+4.8%
Q2 2023$30,104,142
+1.0%
925,142
-0.3%
7.96%
-3.8%
Q1 2023$29,816,247
-17.0%
928,277
-23.3%
8.27%
-21.9%
Q4 2022$35,929,942
+11.8%
1,210,170
-2.9%
10.58%
-0.9%
Q3 2022$32,141,000
-4.1%
1,245,791
+7.2%
10.68%
-2.7%
Q2 2022$33,528,000
-13.6%
1,162,541
+2.7%
10.97%
-10.2%
Q1 2022$38,818,000
+22.7%
1,132,384
+30.5%
12.21%
+20.4%
Q4 2021$31,644,000
+6.4%
867,432
+5.6%
10.14%
-4.2%
Q3 2021$29,753,000
+2.6%
821,680
+4.3%
10.58%
+1.8%
Q2 2021$28,985,000
+8.3%
787,845
+4.1%
10.40%
+1.9%
Q1 2021$26,773,000
+8.7%
757,150
+3.8%
10.21%
+1.5%
Q4 2020$24,628,000
+16.5%
729,708
+1.0%
10.06%
+3.1%
Q3 2020$21,137,000
-9.7%
722,362
-14.8%
9.75%
-14.0%
Q2 2020$23,407,000
+37.1%
847,432
+18.8%
11.35%
-0.4%
Q1 2020$17,072,000
+4.6%
713,104
+36.9%
11.39%
+6.8%
Q4 2019$16,327,000520,77610.66%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Fairfield University 637,493$21,853,252,00017.97%
Rinkey Investments 546,920$17,413,00017.21%
TRUEFG, LLC 1,004,400$34,431,00015.63%
Landmark Wealth Management, LLC 866,288$447,992,00015.01%
McNamara Financial Services, Inc. 1,447,681$49,627,00013.47%
Tennessee Valley Asset Management Partners 1,147,061$39,321,00013.31%
RESTON WEALTH MANAGEMENT LLC 733,094$25,130,00012.89%
IAG Wealth Partners, LLC 1,132,384$38,818,00012.21%
Peterson Wealth Advisors, LLC 1,160,192$39,771,00011.77%
Stadion Money Management, LLC 6,028,539$206,658,00011.75%
View complete list of SPDR INDEX SHS FDS shareholders