Modera Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 690 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is 0.53 and the average weighting 1.2%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,047,086
-4.9%
33,766
-0.2%
0.02%0.0%
Q2 2023$1,101,345
+4.6%
33,846
+3.2%
0.02%
-51.2%
Q1 2023$1,053,147
+4.0%
32,788
-3.9%
0.04%0.0%
Q4 2022$1,012,462
+277.8%
34,101
+228.5%
0.04%
+192.9%
Q3 2022$268,000
-64.0%
10,380
-59.8%
0.01%
-60.0%
Q2 2022$745,000
-30.3%
25,819
-17.2%
0.04%
-25.5%
Q1 2022$1,069,000
-8.1%
31,182
-2.2%
0.05%
+6.8%
Q4 2021$1,163,00031,8820.04%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
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