Newport Capital Group, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 690 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is 0.53 and the average weighting 1.2%.

Quarter-by-quarter ownership
Newport Capital Group, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$332,861
-17.8%
10,734
-13.7%
0.31%
+52.2%
Q2 2023$404,863
-18.6%
12,442
-25.8%
0.20%
-59.1%
Q4 2022$497,515
-16.9%
16,757
-25.9%
0.50%
+60.0%
Q3 2022$599,000
+149.6%
22,604
+241.1%
0.31%
+67.6%
Q3 2021$240,000
-1.6%
6,6260.0%0.18%
-4.1%
Q2 2021$244,000
+4.3%
6,6260.0%0.19%
-1.0%
Q1 2021$234,000
+4.5%
6,6260.0%0.20%
+1.0%
Q4 2020$224,0006,6260.19%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
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