Halpern Financial, Inc. - 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
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 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