Collaborative Wealth Managment Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 551 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,892,394
+4.1%
125,521
+9.2%
2.32%
+4.4%
Q2 2023$3,740,135
+2.1%
114,940
+0.8%
2.22%
-3.6%
Q1 2023$3,661,486
+48.8%
113,994
+37.5%
2.31%
+42.6%
Q4 2022$2,461,299
+10.9%
82,900
-3.6%
1.62%
+3.0%
Q3 2022$2,219,000
+12.2%
86,016
+25.5%
1.57%
+21.0%
Q2 2022$1,977,000
-2.1%
68,550
+23.8%
1.30%
+17.4%
Q4 2021$2,019,000
-2.8%
55,356
-8.6%
1.11%
-7.6%
Q1 2021$2,077,00060,5961.20%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
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