PHILLIPS FINANCIAL MANAGEMENT, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 17 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$841,642
-4.7%
27,1410.0%0.08%
-2.4%
Q2 2023$883,168
+1.3%
27,1410.0%0.08%
-2.4%
Q1 2023$871,769
+8.2%
27,1410.0%0.08%
+2.4%
Q4 2022$805,816
+15.1%
27,1410.0%0.08%
+6.5%
Q3 2022$700,000
-10.6%
27,1410.0%0.08%
-9.4%
Q2 2022$783,000
-15.8%
27,1410.0%0.08%
-3.4%
Q1 2022$930,000
-6.1%
27,1410.0%0.09%
-9.3%
Q4 2021$990,000
+0.7%
27,141
-0.0%
0.10%
-4.9%
Q3 2021$983,000
-1.6%
27,1470.0%0.10%
-1.0%
Q2 2021$999,000
+1.2%
27,147
-2.7%
0.10%
-14.9%
Q1 2021$987,000
+3.9%
27,912
-0.8%
0.12%
-6.9%
Q4 2020$950,000
+15.4%
28,1390.0%0.13%
+0.8%
Q3 2020$823,000
+5.8%
28,139
-0.1%
0.13%
+1.6%
Q2 2020$778,000
+12.8%
28,180
-6.6%
0.13%
-7.3%
Q1 2020$690,000
-27.3%
30,161
-0.4%
0.14%
-12.2%
Q4 2019$949,000
+6.7%
30,2790.0%0.16%0.0%
Q3 2019$889,000
-1.2%
30,2790.0%0.16%
-5.5%
Q2 2019$900,000
+0.3%
30,2790.0%0.16%
-3.5%
Q1 2019$897,000
+12.0%
30,2790.0%0.17%0.0%
Q4 2018$801,000
-14.2%
30,2790.0%0.17%
-10.9%
Q3 2018$934,000
+0.9%
30,279
-1.6%
0.19%
-2.0%
Q2 2018$926,000
-4.1%
30,775
-0.4%
0.20%
-6.2%
Q1 2018$966,000
-4.2%
30,9070.0%0.21%
-1.4%
Q4 2017$1,008,000
+6.3%
30,9070.0%0.21%
+1.9%
Q3 2017$948,000
+3.2%
30,9070.0%0.21%
-1.0%
Q2 2017$919,000
+7.0%
30,907
-1.0%
0.21%
+1.0%
Q1 2017$859,000
+4.0%
31,2190.0%0.21%
+0.5%
Q4 2016$826,000
-3.2%
31,219
-5.4%
0.21%
-8.8%
Q3 2016$853,000
+2.0%
32,9950.0%0.23%
+1.3%
Q2 2016$836,000
-3.7%
32,995
-4.7%
0.22%
-7.1%
Q1 2016$868,000
+5.7%
34,635
+0.4%
0.24%
-2.8%
Q4 2015$821,000
-10.0%
34,5090.0%0.25%
-6.8%
Q3 2015$912,000
-8.0%
34,509
+0.1%
0.27%
-2.9%
Q2 2015$991,000
-1.5%
34,4670.0%0.27%
-0.4%
Q1 2015$1,006,000
+11.8%
34,4670.0%0.28%
+6.6%
Q4 2014$900,000
-2.2%
34,4670.0%0.26%
-7.2%
Q3 2014$920,000
-10.6%
34,4670.0%0.28%
-9.4%
Q2 2014$1,029,000
+1.1%
34,4670.0%0.31%
-4.1%
Q1 2014$1,018,000
-8.5%
34,467
-10.6%
0.32%
-13.3%
Q4 2013$1,113,000
+1.1%
38,562
-2.0%
0.37%
-5.4%
Q3 2013$1,101,000
+5.7%
39,3320.0%0.39%
+2.9%
Q2 2013$1,042,00039,3320.38%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
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