FORVIS Wealth Advisors, LLC - 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
FORVIS Wealth Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$968,752
-12.2%
31,240
-7.9%
0.03%
-9.4%
Q2 2023$1,103,399
-1.4%
33,909
-2.6%
0.03%
-13.5%
Q1 2023$1,118,740
+32.9%
34,830
+22.8%
0.04%
+27.6%
Q4 2022$841,949
+12.7%
28,358
-2.0%
0.03%
-3.3%
Q3 2022$747,000
-16.1%
28,950
-6.2%
0.03%
-16.7%
Q2 2022$890,000
+120.3%
30,868
+162.2%
0.04%
+111.8%
Q1 2022$404,000
-5.8%
11,7710.0%0.02%
-5.6%
Q4 2021$429,000
-0.7%
11,771
-1.3%
0.02%
-10.0%
Q3 2021$432,000
-1.6%
11,9310.0%0.02%0.0%
Q2 2021$439,000
+4.0%
11,9310.0%0.02%
-4.8%
Q1 2021$422,000
+4.7%
11,9310.0%0.02%
+5.0%
Q4 2020$403,000
+15.5%
11,9310.0%0.02%0.0%
Q3 2020$349,000
+5.8%
11,9310.0%0.02%
-4.8%
Q2 2020$330,000
-27.3%
11,931
-37.1%
0.02%
-43.2%
Q1 2020$454,000
-23.7%
18,9760.0%0.04%
-14.0%
Q4 2019$595,000
+6.8%
18,9760.0%0.04%
-4.4%
Q3 2019$557,00018,9760.04%
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