Iron Horse Wealth Management, 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
Iron Horse Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$12,349,339
+0.4%
398,237
+5.3%
6.06%
+0.3%
Q2 2023$12,304,631
-1.7%
378,139
-3.0%
6.04%
-3.4%
Q1 2023$12,521,729
+110165.3%
389,842
+1.9%
6.26%
+2.0%
Q4 2022$11,356
-99.7%
382,481
+147.3%
6.13%
+6.4%
Q3 2022$3,991,000
-57.7%
154,676
-52.7%
5.76%
+7.3%
Q2 2022$9,434,000
-4.4%
327,119
+13.6%
5.37%
-0.9%
Q1 2022$9,871,000
+4.4%
287,958
+11.1%
5.42%
+2.0%
Q4 2021$9,453,000
+9.8%
259,123
+9.0%
5.31%
-0.6%
Q3 2021$8,611,000
+5.7%
237,804
+7.4%
5.34%
-0.6%
Q2 2021$8,149,000
+20.7%
221,506
+16.0%
5.37%
+6.3%
Q1 2021$6,750,000
+8.9%
190,888
+3.9%
5.06%
+1.9%
Q4 2020$6,198,000183,6554.96%
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