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 711 filers reported holding SPDR INDEX SHS FDS in Q2 2023. 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 2023
NameSharesValueWeighting ↓
Fairfield University 637,493$21,853,252,00017.97%
Rinkey Investments 546,920$17,413,00017.21%
TRUEFG, LLC 1,004,400$34,431,00015.63%
Landmark Wealth Management, LLC 866,288$447,992,00015.01%
McNamara Financial Services, Inc. 1,447,681$49,627,00013.47%
Tennessee Valley Asset Management Partners 1,147,061$39,321,00013.31%
RESTON WEALTH MANAGEMENT LLC 733,094$25,130,00012.89%
IAG Wealth Partners, LLC 1,132,384$38,818,00012.21%
Peterson Wealth Advisors, LLC 1,160,192$39,771,00011.77%
Stadion Money Management, LLC 6,028,539$206,658,00011.75%
View complete list of SPDR INDEX SHS FDS shareholders