PENOBSCOT WEALTH MANAGEMENT - 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
PENOBSCOT WEALTH MANAGEMENT ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$209
-4.6%
6,7250.0%0.16%
-1.9%
Q2 2023$219
+3.3%
6,725
+1.8%
0.16%
-2.4%
Q1 2023$212
-57.5%
6,605
-76.1%
0.16%
-62.0%
Q4 2022$499
-99.8%
27,664
+154.4%
0.43%
+59.6%
Q3 2022$281,000
-31.5%
10,874
-23.6%
0.27%
-32.0%
Q2 2022$410,000
-14.9%
14,224
+1.1%
0.40%
-7.6%
Q1 2022$482,000
+63.4%
14,063
+73.7%
0.43%
+72.5%
Q4 2021$295,0008,0970.25%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 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