Clear Perspectives Financial Planning, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 673 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.1%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2022$1,0000.0%300.0%0.00%
Q2 2022$1,0000.0%300.0%0.00%
Q1 2022$1,000
-96.2%
30
-95.8%
0.00%
-100.0%
Q4 2021$26,000
+188.9%
714
+180.0%
0.01%
+175.0%
Q3 2021$9,0000.0%2550.0%0.00%0.0%
Q2 2021$9,0000.0%2550.0%0.00%
-20.0%
Q1 2021$9,0000.0%2550.0%0.01%
-16.7%
Q4 2020$9,0002550.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2022
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