Evensky & Katz LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 625 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$60.0%1900.0%0.00%
Q2 2023$60.0%1900.0%0.00%
Q1 2023$6
-25.0%
190
-25.2%
0.00%
-100.0%
Q4 2022$8
-99.9%
254
-53.1%
0.00%
-50.0%
Q3 2022$14,000
-93.5%
542
-92.7%
0.00%
-92.0%
Q2 2022$215,000
-18.3%
7,463
-2.8%
0.02%
-3.8%
Q1 2022$263,000
-7.4%
7,680
-1.4%
0.03%
-3.7%
Q4 2021$284,000
+1.4%
7,789
+0.6%
0.03%
-6.9%
Q3 2021$280,000
-17.6%
7,741
-16.2%
0.03%
-17.1%
Q2 2021$340,000
+9.0%
9,233
+4.8%
0.04%
+2.9%
Q1 2021$312,000
-29.3%
8,813
-32.5%
0.03%
-38.2%
Q4 2020$441,000
+14.5%
13,059
-0.7%
0.06%
+5.8%
Q3 2020$385,000
+2.4%
13,153
-3.4%
0.05%
-3.7%
Q2 2020$376,000
-17.2%
13,622
-28.1%
0.05%
-23.9%
Q1 2020$454,000
-6.6%
18,947
+22.1%
0.07%
+4.4%
Q4 2019$486,000
-67.4%
15,514
-69.4%
0.07%
-66.5%
Q3 2019$1,490,000
+6.3%
50,754
+7.1%
0.20%
+4.6%
Q2 2019$1,402,000
-46.2%
47,397
-46.8%
0.19%
+10.2%
Q1 2019$2,604,000
+125.5%
89,160
+104.0%
0.18%
-8.3%
Q4 2018$1,155,000
+447.4%
43,697
+534.3%
0.19%
+519.4%
Q3 2018$211,000
+56.3%
6,889
+54.8%
0.03%
+29.2%
Q2 2018$135,000
+2.3%
4,449
+5.9%
0.02%
+4.3%
Q1 2018$132,0004,2010.02%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
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