FirstPurpose Wealth LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 625 filers reported holding SPDR INDEX SHS FDS in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Stadion Money Management, LLC 7,557,030$273,640,00018.05%
TRUEFG, LLC 928,878$34,703,00015.73%
SageGuard Financial Group, LLC 24,529$888,00013.93%
McNamara Financial Services, Inc. 1,397,420$50,601,00013.87%
Tennessee Valley Asset Management Partners 988,191$35,782,00013.59%
RESTON WEALTH MANAGEMENT LLC 715,286$25,901,00013.48%
Peterson Wealth Advisors, LLC 974,425$35,284,00011.66%
WALLER FINANCIAL PLANNING GROUP, INC 1,185,775$42,937,00011.41%
Financial Strategies Group, Inc. 676,116$24,482,00010.94%
IAG Wealth Partners, LLC 821,680$29,753,00010.58%
View complete list of SPDR INDEX SHS FDS shareholders