Upper Left Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 628 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Upper Left Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$614,588
-11.5%
19,819
-7.1%
0.64%
-17.2%
Q2 2023$694,274
+1.3%
21,3360.0%0.77%
-0.8%
Q1 2023$685,313
-2.0%
21,336
-9.4%
0.78%
-5.9%
Q4 2022$699,556
-2.0%
23,562
-12.8%
0.83%
-10.9%
Q3 2022$714,000
-35.0%
27,015
-29.1%
0.93%
-27.0%
Q2 2022$1,099,000
+7.5%
38,115
+28.8%
1.27%
+20.1%
Q1 2022$1,022,000
+2.4%
29,585
+8.8%
1.06%
+6.3%
Q4 2021$998,00027,1851.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
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