YHB Investment Advisors, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 406 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
YHB Investment Advisors, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,190,138
+9.2%
135,122
+14.6%
0.39%
+8.1%
Q2 2023$3,838,325
+251.8%
117,957
+247.3%
0.36%
+228.4%
Q1 2023$1,090,936
+7.2%
33,964
-0.9%
0.11%0.0%
Q4 2022$1,018,052
+21.2%
34,289
+5.3%
0.11%
+17.2%
Q3 2022$840,000
-24.8%
32,575
-15.9%
0.09%
-21.2%
Q2 2022$1,117,000
-14.7%
38,746
+1.4%
0.12%
+1.7%
Q1 2022$1,310,000
-7.6%
38,207
-1.6%
0.12%
+3.6%
Q4 2021$1,417,000
-5.7%
38,837
-6.4%
0.11%
-13.8%
Q3 2021$1,503,000
+1.3%
41,514
+2.9%
0.13%
+3.2%
Q2 2021$1,484,000
+5.5%
40,337
+6.2%
0.13%
+3.3%
Q1 2021$1,406,000
+16.6%
37,986
+6.3%
0.12%
+6.1%
Q4 2020$1,206,000
+12.2%
35,720
-2.7%
0.12%
-1.7%
Q3 2020$1,075,00036,7240.12%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2020
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