Congress Wealth Management LLC / DE / - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 640 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$5,979,083
-10.5%
192,811
-6.1%
0.12%
-20.0%
Q2 2023$6,683,892
+0.1%
205,405
-1.2%
0.16%
-3.7%
Q1 2023$6,675,704
+8.7%
207,836
+0.5%
0.16%
+1.9%
Q4 2022$6,139,961
+13.4%
206,802
-1.5%
0.16%
+8.2%
Q3 2022$5,416,000
+0.6%
209,962
+12.4%
0.15%
+5.8%
Q2 2022$5,386,000
-17.8%
186,753
-2.3%
0.14%
-3.5%
Q1 2022$6,549,000
-36.0%
191,055
-31.9%
0.14%
-29.9%
Q4 2021$10,239,000280,6670.20%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
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