IVC Wealth Advisors LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 605 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
IVC Wealth Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$473,617
-11.1%
15,273
-6.7%
0.32%
-5.9%
Q2 2023$532,811
+10.9%
16,374
+9.5%
0.34%
-0.9%
Q1 2023$480,473
+8.3%
14,959
+0.1%
0.34%
+4.0%
Q4 2022$443,500
+26.0%
14,938
+9.4%
0.33%
+15.5%
Q3 2022$352,000
+3.2%
13,653
+15.5%
0.28%
+7.2%
Q2 2022$341,000
-68.2%
11,820
-62.2%
0.26%
-62.5%
Q1 2022$1,071,000
+11.9%
31,235
+19.0%
0.70%
+14.1%
Q4 2021$957,000
+16.6%
26,239
+15.7%
0.62%
+9.0%
Q3 2021$821,000
+3.7%
22,669
+5.3%
0.57%
+1.6%
Q2 2021$792,000
+19.1%
21,523
+14.5%
0.56%
+6.3%
Q1 2021$665,000
+59.1%
18,796
+51.8%
0.52%
+31.3%
Q4 2020$418,00012,3860.40%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 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