Sweet Financial Partners, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is NANR and the CUSIP is 78463X152. A total of 93 filers reported holding SPDR INDEX SHS FDS in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sweet Financial Partners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$6,602,344
-1.5%
121,214
-1.3%
1.51%
-2.5%
Q1 2024$6,703,580
+33.6%
122,821
+24.9%
1.55%
+29.8%
Q4 2023$5,016,872
-10.4%
98,374
-7.0%
1.19%
-19.6%
Q3 2023$5,602,130
+5.2%
105,818
+2.4%
1.48%
+6.9%
Q2 2023$5,323,552
-4.6%
103,350
-0.7%
1.39%
-10.1%
Q1 2023$5,579,960
-2.3%
104,045
-1.2%
1.54%
-8.0%
Q4 2022$5,709,533
+14.1%
105,303
+0.3%
1.68%
+5.2%
Q3 2022$5,006,000
+7.9%
104,973
+11.4%
1.59%
+9.6%
Q2 2022$4,639,00094,2571.45%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2024
NameSharesValueWeighting ↓
STAPP WEALTH MANAGEMENT, PLLC 51,061$2,7383.76%
SCHMIDT P J INVESTMENT MANAGEMENT INC 143,585$7,825,3621.64%
Sweet Financial Partners, LLC 104,045$5,579,9601.54%
Gratus Capital, LLC 342,738$18,381,0261.40%
Advocacy Wealth Management Services, LLC 211,299$11,331,9771.38%
CFS Investment Advisory Services, LLC 121,422$6,5121.18%
Financial Engines Advisors L.L.C. 5,971,690$320,261,7290.85%
Financial Freedom, LLC 19,878$1,066,0340.78%
SFG Wealth Management, LLC. 11,915$638,9900.71%
Hollow Brook Wealth Management LLC 23,032$1,235,2060.58%
View complete list of SPDR INDEX SHS FDS shareholders