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 731 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is 337.20 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 Q3 2023
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 906,206$30,584,00017.37%
TRUEFG, LLC 797,298$26,909,00016.12%
McNamara Financial Services, Inc. 1,307,732$38,264,00012.96%
WALLER FINANCIAL PLANNING GROUP, INC 1,083,509$36,568,00011.40%
Stadion Money Management, LLC 9,133,512$308,256,00011.23%
Financial Strategies Group, Inc. 566,798$19,129,00010.66%
Brown Financial Advisory 354,055$11,949,00010.59%
IAG Wealth Partners, LLC 729,708$24,628,00010.06%
Baystate Wealth Management LLC 2,578,949$87,040,0009.92%
Advisory Alpha, LLC 1,408,270$47,529,0009.71%
View complete list of SPDR INDEX SHS FDS shareholders