Ballentine Partners, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 690 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is 0.53 and the average weighting 1.2%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$28,319,107
-4.4%
913,225
+0.3%
0.67%
-2.1%
Q2 2023$29,614,882
+2.3%
910,106
+1.0%
0.68%
-6.6%
Q1 2023$28,941,276
+11.4%
901,036
+3.0%
0.73%
-5.7%
Q4 2022$25,971,298
+69.6%
874,749
+47.4%
0.77%
+45.7%
Q3 2022$15,316,000
+1.8%
593,645
+13.8%
0.53%
-0.4%
Q2 2022$15,049,000
-15.8%
521,819
+0.0%
0.53%
-5.0%
Q1 2022$17,881,000
-11.9%
521,616
-6.2%
0.56%
-7.6%
Q4 2021$20,289,000
+7.6%
556,163
+6.8%
0.61%
-5.2%
Q3 2021$18,848,000
-0.4%
520,527
+1.2%
0.64%
-2.1%
Q2 2021$18,924,000
+3.8%
514,384
-0.2%
0.65%
-3.4%
Q1 2021$18,232,000
+3.6%
515,599
-1.1%
0.68%
-3.0%
Q4 2020$17,603,000
+11.0%
521,559
-3.7%
0.70%
-0.6%
Q3 2020$15,853,000
+5.0%
541,807
-0.8%
0.70%
-2.9%
Q2 2020$15,093,000
-4.6%
546,441
-17.3%
0.72%
-21.5%
Q1 2020$15,813,000
+40.6%
660,532
+84.1%
0.92%
+80.4%
Q4 2019$11,248,000
+4.2%
358,774
-2.4%
0.51%
+0.6%
Q3 2019$10,794,000
-0.5%
367,642
+0.3%
0.51%
-2.5%
Q2 2019$10,845,000
+1.3%
366,5030.0%0.52%
-6.6%
Q1 2019$10,706,000
+11.8%
366,503
+1.2%
0.56%
+0.9%
Q4 2018$9,578,000362,1300.55%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 888,652$26,002,00016.72%
TRUEFG, LLC 780,215$22,829,00015.88%
McNamara Financial Services, Inc. 1,307,638$38,261,00012.95%
Stadion Money Management, LLC 9,961,877$291,485,00011.63%
Financial Strategies Group, Inc. 520,934$15,243,00010.27%
COLTON GROOME FINANCIAL ADVISORS, LLC 499,432$14,613,00010.26%
AlphaStar Capital Management, LLC 1,709,955$50,751,00010.15%
WALLER FINANCIAL PLANNING GROUP, INC 933,099$27,302,00010.01%
ARQ WEALTH ADVISORS, LLC 353,690$10,349,0009.97%
IAG Wealth Partners, LLC 722,362$21,137,0009.75%
View complete list of SPDR INDEX SHS FDS shareholders