CALTON & ASSOCIATES, INC. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 477 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$490,643
+1.3%
15,078
-0.0%
0.23%
+1.8%
Q1 2023$484,509
+5.9%
15,084
-2.1%
0.22%
+27.1%
Q4 2022$457,564
+43.0%
15,411
+24.0%
0.18%
-3.3%
Q3 2022$320,000
-17.5%
12,426
-7.8%
0.18%
-15.3%
Q2 2022$388,000
-12.6%
13,483
+3.9%
0.22%
+63.6%
Q1 2022$444,000
-3.9%
12,974
+2.3%
0.13%
+7.3%
Q4 2021$462,000
+11.1%
12,685
+10.4%
0.12%
+35.2%
Q3 2021$416,000
-7.8%
11,493
-6.1%
0.09%
+5.8%
Q2 2021$451,000
+4.6%
12,246
+0.6%
0.09%
+2.4%
Q1 2021$431,000
+12.8%
12,178
+7.7%
0.08%
+23.5%
Q4 2020$382,000
+41.5%
11,304
+22.4%
0.07%
+23.6%
Q3 2020$270,000
+20.0%
9,239
+13.2%
0.06%
+12.2%
Q2 2020$225,000
-2.2%
8,162
-14.9%
0.05%
-14.0%
Q1 2020$230,000
+2.7%
9,591
+34.4%
0.06%
+26.7%
Q4 2019$224,0007,1350.04%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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