ASSETMARK, 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
ASSETMARK, INC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$81,347,751
-5.4%
2,623,275
-0.7%
0.32%
-3.6%
Q2 2023$85,960,130
-20.2%
2,641,676
-21.3%
0.34%
-24.4%
Q1 2023$107,771,084
+3.9%
3,355,264
-4.0%
0.45%
-0.9%
Q4 2022$103,767,593
+11.7%
3,495,035
-2.9%
0.45%
+3.7%
Q3 2022$92,897,000
-18.1%
3,600,674
-8.4%
0.43%
-14.6%
Q2 2022$113,395,000
-5.5%
3,931,880
+12.4%
0.51%
+1.2%
Q1 2022$119,946,000
+8.3%
3,499,015
+15.3%
0.50%
+10.3%
Q4 2021$110,709,000
+26.8%
3,034,789
+25.9%
0.46%
+16.4%
Q3 2021$87,318,000
+4.7%
2,411,433
+6.3%
0.39%
+1.0%
Q2 2021$83,434,000
-47.4%
2,267,849
-49.4%
0.39%
-52.7%
Q1 2021$158,566,000
+49.3%
4,484,337
+42.5%
0.82%
+38.2%
Q4 2020$106,177,000
-27.0%
3,145,989
-36.7%
0.59%
-37.0%
Q3 2020$145,517,000
+56.5%
4,973,223
+47.7%
0.94%
+41.2%
Q2 2020$92,988,000
+5.9%
3,366,694
-8.3%
0.66%
-10.6%
Q1 2020$87,848,000
-7.5%
3,669,520
+21.2%
0.74%
+3.2%
Q4 2019$94,924,000
+10.3%
3,027,877
+3.3%
0.72%
+0.1%
Q3 2019$86,063,000
-22.8%
2,931,302
-22.2%
0.72%
-20.8%
Q2 2019$111,541,000
-2.5%
3,769,566
-3.8%
0.91%
-12.1%
Q1 2019$114,424,000
+22.3%
3,917,299
+10.7%
1.03%
+14.4%
Q4 2018$93,597,000
-21.2%
3,538,637
-8.3%
0.90%
-16.3%
Q3 2018$118,748,000
+0.1%
3,859,217
-1.1%
1.08%
-7.3%
Q2 2018$118,620,000
-10.8%
3,901,987
-7.8%
1.16%
-15.4%
Q1 2018$133,024,000
-1.6%
4,232,383
-0.7%
1.38%
-1.1%
Q4 2017$135,157,000
+1.4%
4,263,615
-1.9%
1.39%
-8.1%
Q3 2017$133,271,000
+2.0%
4,345,329
-3.2%
1.52%
-7.8%
Q2 2017$130,711,000
+17.3%
4,487,149
+11.7%
1.64%
+12.4%
Q1 2017$111,439,000
+72.0%
4,018,724
+59.4%
1.46%
+53.8%
Q4 2016$64,801,000
-14.4%
2,521,424
-11.9%
0.95%
-17.4%
Q3 2016$75,745,000
-14.6%
2,861,545
-19.6%
1.15%
-22.8%
Q2 2016$88,721,000
-18.6%
3,558,801
-17.3%
1.49%
-21.6%
Q1 2016$108,952,000
-6.5%
4,304,687
-4.9%
1.90%
-11.9%
Q4 2015$116,571,000
-42.9%
4,527,034
-43.8%
2.16%
+1.5%
Q3 2015$204,106,000
+98.8%
8,057,902
+120.7%
2.13%
-0.4%
Q2 2015$102,688,000
+2.2%
3,651,767
+2.6%
2.14%
-0.1%
Q1 2015$100,447,000
+7.3%
3,558,164
+2.2%
2.14%
+5.2%
Q4 2014$93,652,000
+7.0%
3,481,481
+12.8%
2.03%
+0.5%
Q3 2014$87,549,000
-3.1%
3,085,975
+3.4%
2.02%
+5.1%
Q2 2014$90,340,000
+4.9%
2,985,358
+1.9%
1.92%
-8.3%
Q1 2014$86,080,000
+30.6%
2,928,899
+30.4%
2.10%
+34.6%
Q4 2013$65,905,000
+20.1%
2,246,233
+14.7%
1.56%
+12.6%
Q3 2013$54,874,0001,959,0761.39%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 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