Laurel Wealth Planning LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 625 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Laurel Wealth Planning LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,489
-6.5%
80,264
-1.9%
1.94%
+1.9%
Q2 2023$2,662
-5.0%
81,805
-6.2%
1.90%
+2.5%
Q1 2023$2,801
-99.9%
87,210
-14.3%
1.86%
-4.8%
Q4 2022$3,021,862
+11.6%
101,780
-3.0%
1.95%
-2.3%
Q3 2022$2,708,000
-16.0%
104,957
-6.1%
1.99%
-12.1%
Q2 2022$3,222,000
-21.7%
111,721
-7.0%
2.27%
-18.4%
Q1 2022$4,117,000
-7.6%
120,086
-1.7%
2.78%
-17.7%
Q4 2021$4,458,000
+0.4%
122,205
-0.4%
3.38%
-5.8%
Q3 2021$4,442,000
-1.9%
122,678
-0.3%
3.59%
-9.1%
Q2 2021$4,527,000
+0.2%
123,052
-3.7%
3.95%
-4.5%
Q1 2021$4,517,000
+4.8%
127,7470.0%4.13%
-1.8%
Q4 2020$4,311,000127,7474.20%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
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