Investments & Financial Planning, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 690 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is 0.53 and the average weighting 1.2%.

Quarter-by-quarter ownership
Investments & Financial Planning, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$422,589
-8.3%
13,628
-3.8%
0.38%
-5.5%
Q2 2023$460,913
+0.3%
14,165
-1.0%
0.40%
-5.5%
Q1 2023$459,567
+2.7%
14,308
-5.1%
0.42%
-3.9%
Q4 2022$447,685
-2.9%
15,079
-5.7%
0.44%
-7.6%
Q2 2022$461,000
-24.7%
15,994
-10.4%
0.48%
-11.2%
Q1 2022$612,000
-2.5%
17,849
+1.0%
0.54%
-5.1%
Q4 2021$628,00017,6750.56%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
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