FirstPurpose Wealth LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 640 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
FirstPurpose Wealth LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,057,113
+5.4%
34,089
+10.6%
0.46%
+6.5%
Q2 2023$1,003,189
+21.2%
30,829
+19.7%
0.43%
+5.1%
Q1 2023$827,578
+31.3%
25,765
+21.4%
0.41%
+15.9%
Q4 2022$630,354
+42.3%
21,231
+23.6%
0.35%
+20.5%
Q3 2022$443,000
+77.9%
17,182
+99.0%
0.29%
+74.9%
Q2 2022$249,000
-9.5%
8,636
+14.7%
0.17%
-3.5%
Q4 2021$275,0007,5260.17%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
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