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 625 filers reported holding SPDR INDEX SHS FDS in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 888,652$26,002,00016.72%
TRUEFG, LLC 780,215$22,829,00015.88%
McNamara Financial Services, Inc. 1,307,638$38,261,00012.95%
Stadion Money Management, LLC 9,961,877$291,485,00011.63%
Financial Strategies Group, Inc. 520,934$15,243,00010.27%
COLTON GROOME FINANCIAL ADVISORS, LLC 499,432$14,613,00010.26%
AlphaStar Capital Management, LLC 1,709,955$50,751,00010.15%
WALLER FINANCIAL PLANNING GROUP, INC 933,099$27,302,00010.01%
ARQ WEALTH ADVISORS, LLC 353,690$10,349,0009.97%
IAG Wealth Partners, LLC 722,362$21,137,0009.75%
View complete list of SPDR INDEX SHS FDS shareholders