Simplicity Wealth,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
Simplicity Wealth,LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$304,258
-40.1%
9,812
-37.1%
0.18%
-43.7%
Q2 2023$507,591
+133.9%
15,599
+130.9%
0.32%
+119.4%
Q1 2023$216,970
-90.4%
6,755
-92.3%
0.14%
-95.2%
Q3 2022$2,249,000
-6.3%
87,183
+4.8%
3.02%
-13.8%
Q2 2022$2,400,000
-44.5%
83,207
-34.1%
3.50%
-16.8%
Q1 2022$4,327,000
-30.6%
126,233
-26.1%
4.21%
+25.1%
Q4 2021$6,236,000170,9313.36%
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