United Asset Strategies, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 522 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,509,368
-5.5%
48,673
-0.9%
0.20%
-2.0%
Q2 2023$1,597,733
+99.6%
49,101
+175.5%
0.20%
+87.7%
Q1 2023$800,298
-19.7%
17,824
-46.9%
0.11%
-23.7%
Q4 2022$997,040
+203.1%
33,582
+163.6%
0.14%
+172.5%
Q3 2022$329,000
-0.6%
12,738
+10.9%
0.05%
+6.2%
Q2 2022$331,000
-14.2%
11,487
+1.9%
0.05%
-2.0%
Q1 2022$386,000
+5.5%
11,269
+12.3%
0.05%
+11.4%
Q4 2021$366,000
-48.7%
10,032
-49.2%
0.04%
-52.2%
Q3 2021$714,000
-25.4%
19,730
-24.2%
0.09%
-28.1%
Q2 2021$957,000
+3.9%
26,014
-0.1%
0.13%
-4.5%
Q1 2021$921,000
+32.1%
26,044
+26.2%
0.13%
+21.8%
Q4 2020$697,000
+54.2%
20,642
+33.6%
0.11%
+32.5%
Q3 2020$452,000
+3.4%
15,445
-2.4%
0.08%
-3.5%
Q2 2020$437,000
-36.2%
15,818
-44.7%
0.09%
-49.4%
Q1 2020$685,000
-21.4%
28,625
+2.9%
0.17%
+0.6%
Q4 2019$872,000
-37.0%
27,827
-41.0%
0.17%
-44.2%
Q3 2019$1,385,000
+14.6%
47,168
+15.4%
0.30%
+9.0%
Q2 2019$1,209,000
+7.9%
40,869
+6.4%
0.28%
+5.7%
Q1 2019$1,121,000
+336.2%
38,394
+295.5%
0.26%
+275.7%
Q4 2018$257,000
-16.6%
9,707
-2.9%
0.07%
-2.8%
Q3 2018$308,000
+17.6%
9,994
+16.0%
0.07%
+4.3%
Q2 2018$262,000
+4.0%
8,617
+7.5%
0.07%
-6.8%
Q1 2018$252,000
-65.0%
8,015
-64.7%
0.07%
-61.7%
Q4 2017$720,00022,7250.19%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2021
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