Simplicity Solutions, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 731 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is 337.20 and the average weighting 1.1%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,980,051
-24.9%
160,595
-21.2%
0.16%
-11.6%
Q2 2023$6,628,886
+4.6%
203,715
+3.2%
0.18%
+9.0%
Q1 2023$6,338,079
+489.5%
197,325
+444.9%
0.17%
+13.7%
Q4 2022$1,075,134
-10.5%
36,212
-22.2%
0.15%
-16.1%
Q3 2022$1,201,000
-79.0%
46,561
-76.5%
0.17%
-76.5%
Q2 2022$5,726,000
-47.6%
198,549
-37.7%
0.74%
-44.7%
Q1 2022$10,924,000
+94.0%
318,679
+105.0%
1.34%
+54.8%
Q3 2021$5,630,000
+28.0%
155,484
+30.0%
0.87%
-0.5%
Q2 2021$4,399,000
+31.9%
119,580
+26.8%
0.87%
+18.5%
Q1 2021$3,336,000
-28.9%
94,337
-32.1%
0.73%
+948.6%
Q4 2020$4,689,000
+12.2%
138,928
-2.7%
0.07%
-9.1%
Q3 2020$4,179,000
+13.7%
142,823
+7.3%
0.08%
+5.5%
Q2 2020$3,677,000
+53.2%
133,135
+32.8%
0.07%
-1.4%
Q1 2020$2,400,000
-19.4%
100,261
+5.5%
0.07%
-18.7%
Q4 2019$2,979,000
+246.8%
95,019
+224.7%
0.09%
+160.0%
Q3 2019$859,000
+311.0%
29,260
+313.7%
0.04%
+288.9%
Q2 2019$209,000
-80.5%
7,073
-80.7%
0.01%
-85.9%
Q1 2019$1,072,000
-36.8%
36,691
-42.8%
0.06%
-70.8%
Q4 2018$1,697,000
-32.2%
64,156
-21.2%
0.22%
+53.1%
Q3 2018$2,504,000
+17.7%
81,385
+16.3%
0.14%
-6.5%
Q2 2018$2,127,000
+23.0%
69,959
+27.2%
0.15%
+2.7%
Q1 2018$1,729,000
+203.9%
55,005
+206.7%
0.15%
+170.9%
Q4 2017$569,00017,9350.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Stadion Money Management, LLC 7,557,030$273,640,00018.05%
TRUEFG, LLC 928,878$34,703,00015.73%
SageGuard Financial Group, LLC 24,529$888,00013.93%
McNamara Financial Services, Inc. 1,397,420$50,601,00013.87%
Tennessee Valley Asset Management Partners 988,191$35,782,00013.59%
RESTON WEALTH MANAGEMENT LLC 715,286$25,901,00013.48%
Peterson Wealth Advisors, LLC 974,425$35,284,00011.66%
WALLER FINANCIAL PLANNING GROUP, INC 1,185,775$42,937,00011.41%
Financial Strategies Group, Inc. 676,116$24,482,00010.94%
IAG Wealth Partners, LLC 821,680$29,753,00010.58%
View complete list of SPDR INDEX SHS FDS shareholders