Halpern Financial, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 551 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Halpern Financial, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$12,196,853
+23.1%
393,320
+29.2%
4.21%
+24.1%
Q2 2023$9,906,477
+21.2%
304,440
+19.6%
3.39%
+15.4%
Q1 2023$8,175,503
+21.8%
254,530
+12.6%
2.94%
+19.5%
Q4 2022$6,710,682
+15.5%
226,025
+0.4%
2.46%
+7.0%
Q3 2022$5,808,173
+22.4%
225,123
+36.8%
2.30%
+24.3%
Q2 2022$4,744,555
+166.3%
164,513
+216.5%
1.85%
+181.6%
Q1 2022$1,781,645
+98.1%
51,973
+110.8%
0.66%
+70.6%
Q4 2021$899,469
+2.2%
24,656
+1.4%
0.38%
-5.6%
Q3 2021$880,500
+14.7%
24,316
+16.5%
0.41%
+12.7%
Q2 2021$767,694
+4.0%
20,8670.0%0.36%
+1.4%
Q1 2021$737,854
+1.3%
20,867
-3.3%
0.36%
-5.8%
Q4 2020$728,390
+5.4%
21,582
-8.6%
0.38%
-7.1%
Q3 2020$690,856
+45.6%
23,611
+37.4%
0.41%
+29.5%
Q2 2020$474,548
+22.9%
17,181
+6.5%
0.32%
-13.2%
Q1 2020$386,102
-67.1%
16,128
-56.9%
0.36%
-60.3%
Q4 2019$1,172,37537,3960.91%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
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