COMPASS FINANCIAL ADVISORS LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 731 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is 337.20 and the average weighting 1.1%.

Quarter-by-quarter ownership
COMPASS FINANCIAL ADVISORS LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2023$674,509
+15.6%
21,000
+6.9%
0.86%
+8.8%
Q4 2022$583,310
+14.8%
19,647
-0.2%
0.79%
+4.1%
Q3 2022$508,000
-5.6%
19,681
+5.5%
0.76%
+3.0%
Q2 2022$538,000
-8.8%
18,662
+8.4%
0.73%
+12.4%
Q1 2022$590,000
-15.2%
17,211
-9.8%
0.65%
-14.9%
Q4 2021$696,00019,0900.77%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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