Beaumont Financial Partners, 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
Beaumont Financial Partners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2021$1,212,000
-7.3%
33,223
-8.1%
0.09%
-12.9%
Q3 2021$1,308,000
-25.0%
36,146
-23.7%
0.10%
-24.1%
Q2 2021$1,744,000
-64.4%
47,402
-65.8%
0.13%
-68.0%
Q1 2021$4,896,000
+35.8%
138,435
+29.6%
0.42%
+29.7%
Q4 2020$3,606,000
-9.5%
106,835
-21.6%
0.32%
-16.0%
Q3 2020$3,985,000
-20.4%
136,282
-24.8%
0.38%
-27.2%
Q2 2020$5,009,000
-61.6%
181,345
-60.8%
0.52%
+14.9%
Q1 2015$13,055,000
-0.8%
462,457
-5.5%
0.46%
-28.1%
Q4 2014$13,157,000
-51.2%
489,120
-46.8%
0.63%
-71.5%
Q4 2013$26,984,000
+1.3%
919,693
-3.2%
2.22%
-6.1%
Q3 2013$26,626,000950,5812.36%
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