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 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
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 Q3 2023
NameSharesValueWeighting ↓
Stadion Money Management, LLC 7,557,030$273,640,00018.05%
TRUEFG, LLC 928,878$34,703,00015.73%
SageGuard Financial Group, LLC 24,529$888,00013.93%
McNamara Financial Services, Inc. 1,397,420$50,601,00013.87%
Tennessee Valley Asset Management Partners 988,191$35,782,00013.59%
RESTON WEALTH MANAGEMENT LLC 715,286$25,901,00013.48%
Peterson Wealth Advisors, LLC 974,425$35,284,00011.66%
WALLER FINANCIAL PLANNING GROUP, INC 1,185,775$42,937,00011.41%
Financial Strategies Group, Inc. 676,116$24,482,00010.94%
IAG Wealth Partners, LLC 821,680$29,753,00010.58%
View complete list of SPDR INDEX SHS FDS shareholders