Baystate Wealth Management LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 318 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$89,527,997
+1.4%
2,887,068
+6.4%
7.37%
+1.7%
Q2 2023$88,311,100
+18.4%
2,713,924
+16.8%
7.25%
+11.6%
Q1 2023$74,611,734
+129281.5%
2,322,905
+19.6%
6.49%
+23.0%
Q4 2022$57,668
-99.9%
1,942,342
-38.1%
5.28%
-36.7%
Q3 2022$80,972,000
-9.5%
3,138,459
+1.2%
8.33%
-4.1%
Q2 2022$89,457,000
-11.5%
3,101,835
+5.2%
8.69%
-2.6%
Q1 2022$101,104,000
-1.3%
2,949,344
+5.0%
8.92%
-3.5%
Q4 2021$102,430,000
+6.3%
2,807,853
+5.5%
9.24%
-3.1%
Q3 2021$96,398,000
-0.1%
2,662,179
+1.5%
9.54%0.0%
Q2 2021$96,468,000
+5.7%
2,622,134
+1.6%
9.54%
-1.3%
Q1 2021$91,271,000
+4.9%
2,581,190
+0.1%
9.67%
-2.5%
Q4 2020$87,040,000
+11.5%
2,578,949
-3.3%
9.92%
+6.3%
Q3 2020$78,058,000
-1.5%
2,667,728
-7.0%
9.32%
+0.5%
Q2 2020$79,267,000
+9.1%
2,869,910
-5.5%
9.28%
-3.3%
Q1 2020$72,680,000
-29.3%
3,035,921
-7.4%
9.60%
-23.3%
Q4 2019$102,770,000
-22.3%
3,278,138
-27.2%
12.52%
-28.2%
Q3 2019$132,274,000
-2.2%
4,505,258
-1.0%
17.43%
-1.8%
Q2 2019$135,301,000
-0.7%
4,549,541
-0.6%
17.74%
-1.6%
Q1 2019$136,227,000
+5.5%
4,577,532
-0.5%
18.03%
-4.2%
Q4 2018$129,127,000
+883.7%
4,600,191
+2.1%
18.83%
+712.0%
Q3 2018$13,127,000
-90.4%
4,503,676
-0.2%
2.32%
-88.5%
Q2 2018$136,629,000
-1.0%
4,512,187
+4.3%
20.25%
-3.0%
Q1 2018$137,947,000
-2.0%
4,325,717
+2.8%
20.89%
-0.1%
Q4 2017$140,824,000
+11.4%
4,207,490
+1.9%
20.92%
-0.6%
Q3 2017$126,381,000
+8.7%
4,128,742
+5.0%
21.05%
+1.0%
Q2 2017$116,257,000
+34.9%
3,931,572
+26.3%
20.85%
+25.8%
Q1 2017$86,174,000
-17.2%
3,112,102
-21.8%
16.57%
-19.9%
Q4 2016$104,067,000
-2.7%
3,981,129
-1.4%
20.69%
-10.6%
Q3 2016$106,909,000
+4.5%
4,038,876
-1.6%
23.14%
+0.3%
Q2 2016$102,323,000
+4.2%
4,104,405
+5.8%
23.08%
+8.4%
Q1 2016$98,217,000
+9.4%
3,880,573
+11.3%
21.29%
+10.7%
Q4 2015$89,795,000
+8.9%
3,487,170
+7.1%
19.24%
-10.7%
Q3 2015$82,488,000
+4.2%
3,256,514
+15.6%
21.54%
+1.3%
Q2 2015$79,185,000
+14.4%
2,815,971
+14.9%
21.27%
+11.1%
Q1 2015$69,204,000
+80.0%
2,451,439
+71.5%
19.15%
+56.8%
Q4 2014$38,454,000
-31.0%
1,429,502
-27.3%
12.21%
-31.6%
Q3 2014$55,769,000
-0.6%
1,965,760
+6.0%
17.85%
-5.0%
Q2 2014$56,106,000
+14.6%
1,854,066
+11.3%
18.78%
+3.2%
Q1 2014$48,968,0001,666,15818.21%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2019
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