Annex Advisory Services, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 477 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Annex Advisory Services, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$298,161
-49.9%
9,615
-47.4%
0.02%
-45.5%
Q2 2023$595,025
-46.3%
18,285
-47.0%
0.03%
-44.1%
Q1 2023$1,108,537
-2.2%
34,512
-9.6%
0.06%
-7.8%
Q4 2022$1,133,931
-2.6%
38,192
-15.3%
0.06%
-17.9%
Q3 2022$1,164,000
-11.4%
45,097
-1.0%
0.08%
-17.9%
Q2 2022$1,314,000
-14.6%
45,547
+1.4%
0.10%
-15.9%
Q1 2022$1,539,000
-13.1%
44,906
-7.4%
0.11%
-6.6%
Q4 2021$1,770,000
-5.3%
48,516
-6.0%
0.12%
-20.9%
Q3 2021$1,870,000
-11.2%
51,634
-9.9%
0.15%
-10.5%
Q2 2021$2,106,000
-18.0%
57,295
-21.1%
0.17%
-30.8%
Q1 2021$2,568,000
-26.5%
72,627
-29.9%
0.25%
-27.8%
Q4 2020$3,495,000
+5.6%
103,546
-8.5%
0.34%
-19.0%
Q3 2020$3,310,000
+1.5%
113,118
-4.2%
0.42%
-7.3%
Q2 2020$3,261,000
+17.1%
118,061
+1.5%
0.46%
+15.5%
Q1 2020$2,785,000
-32.9%
116,353
-12.1%
0.39%
-21.7%
Q4 2019$4,151,000
+14.0%
132,409
+6.8%
0.50%
+2.9%
Q3 2019$3,640,000
+5.5%
123,977
+6.4%
0.49%
+0.6%
Q2 2019$3,449,000
+13.9%
116,518
+12.4%
0.49%
+7.0%
Q1 2019$3,028,000
-66.7%
103,650
-69.9%
0.45%
-68.4%
Q4 2018$9,100,000
+9.2%
344,036
+27.0%
1.44%
+11.4%
Q3 2018$8,333,000
+232.9%
270,802
+228.8%
1.29%
+201.6%
Q2 2018$2,503,000
+57.8%
82,349
+63.1%
0.43%
+48.3%
Q1 2018$1,586,00050,4770.29%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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