CONFLUENCE INVESTMENT MANAGEMENT LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 209 filers reported holding SPDR INDEX SHS FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$42,794,404
-10.7%
1,380,019
-6.3%
0.66%
-5.2%
Q2 2023$47,906,542
+0.6%
1,472,235
-0.7%
0.70%
-0.6%
Q1 2023$47,631,101
+78.1%
1,482,911
+59.9%
0.70%
+68.3%
Q2 2022$26,740,000
-27.7%
927,175
-14.1%
0.42%
-19.3%
Q1 2022$36,981,000
-4.6%
1,078,791
+1.6%
0.52%
+0.6%
Q4 2021$38,750,000
+5.3%
1,062,229
+4.5%
0.51%
-0.6%
Q3 2021$36,807,000
+8.0%
1,016,479
+9.8%
0.52%
+14.1%
Q2 2021$34,069,000
+12.1%
926,035
+7.7%
0.45%
+6.1%
Q1 2021$30,394,000
+133.2%
859,547
+122.6%
0.43%
+120.1%
Q4 2020$13,032,000
+83.7%
386,137
+43.9%
0.19%
+45.9%
Q4 2018$7,095,000
+86.8%
268,248
+117.3%
0.13%
+104.6%
Q3 2018$3,799,000
+7.5%
123,458
+6.2%
0.06%
+4.8%
Q2 2018$3,533,000
-1.8%
116,221
+1.5%
0.06%
-6.1%
Q1 2018$3,599,000
-0.8%
114,494
+0.1%
0.07%0.0%
Q4 2017$3,627,000114,4150.07%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2018
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