Evensky & Katz LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 628 filers reported holding SPDR INDEX SHS FDS in Q2 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 Q2 2022
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