BOURGEON CAPITAL MANAGEMENT LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 538 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
BOURGEON CAPITAL MANAGEMENT LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$74,642
-4.7%
2,4070.0%0.02%0.0%
Q2 2023$78,324
+1.3%
2,4070.0%0.02%0.0%
Q1 2023$77,313
+8.2%
2,4070.0%0.02%0.0%
Q4 2022$71,464
+15.3%
2,4070.0%0.02%
+5.9%
Q3 2022$62,000
-10.1%
2,4070.0%0.02%
-5.6%
Q2 2022$69,000
-16.9%
2,4070.0%0.02%
-5.3%
Q1 2022$83,000
-5.7%
2,4070.0%0.02%
+5.6%
Q4 2021$88,000
+1.1%
2,4070.0%0.02%
-5.3%
Q3 2021$87,000
-2.2%
2,4070.0%0.02%0.0%
Q2 2021$89,000
+4.7%
2,4070.0%0.02%0.0%
Q1 2021$85,0002,4070.02%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Stadion Money Management, LLC 7,639,224$236,892,33619.60%
Fairfield University 669,710$20,767,71518.42%
TRUEFG, LLC 1,207,073$37,431,32416.20%
McNamara Financial Services, Inc. 1,982,483$61,476,80915.34%
Rinkey Investments 953,846$29,578,76813.55%
Peterson Wealth Advisors, LLC 1,443,445$44,761,23112.03%
Auto-Owners Insurance Co 11,175,000$346,536,75011.57%
RESTON WEALTH MANAGEMENT LLC 708,762$21,978,70911.10%
WALLER FINANCIAL PLANNING GROUP, INC 1,217,269$37,747,49710.98%
Leicht Financial Planning & Wealth Management, Inc. 553,118$17,152,18710.59%
View complete list of SPDR INDEX SHS FDS shareholders