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 287 filers reported holding SPDR INDEX SHS FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.

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 Q4 2018
NameSharesValueWeighting ↓
Fairfield University 637,493$21,853,252,00017.97%
Rinkey Investments 546,920$17,413,00017.21%
TRUEFG, LLC 1,004,400$34,431,00015.63%
Landmark Wealth Management, LLC 866,288$447,992,00015.01%
McNamara Financial Services, Inc. 1,447,681$49,627,00013.47%
Tennessee Valley Asset Management Partners 1,147,061$39,321,00013.31%
RESTON WEALTH MANAGEMENT LLC 733,094$25,130,00012.89%
IAG Wealth Partners, LLC 1,132,384$38,818,00012.21%
Peterson Wealth Advisors, LLC 1,160,192$39,771,00011.77%
Stadion Money Management, LLC 6,028,539$206,658,00011.75%
View complete list of SPDR INDEX SHS FDS shareholders