Baltimore-Washington Financial Advisors, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 538 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Baltimore-Washington Financial Advisors, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,035,486
-20.8%
33,392
-16.9%
0.08%
-19.2%
Q2 2023$1,307,229
-55.7%
40,173
-56.3%
0.10%
-60.0%
Q1 2023$2,952,246
+4.0%
91,913
-3.8%
0.26%
-6.5%
Q4 2022$2,837,830
+3.9%
95,582
-9.7%
0.28%
+21.4%
Q3 2022$2,730,000
-12.0%
105,851
-1.6%
0.23%
-31.0%
Q2 2022$3,102,000
-25.2%
107,570
-8.3%
0.33%
-18.0%
Q1 2022$4,147,000
+0.8%
117,282
+4.0%
0.40%
+22.0%
Q4 2021$4,114,000
-0.8%
112,797
-1.5%
0.33%
-9.0%
Q3 2021$4,146,000
-3.3%
114,506
-1.7%
0.36%
-8.5%
Q2 2021$4,287,000
+3.3%
116,537
-0.7%
0.40%
-5.7%
Q1 2021$4,150,000
+2.9%
117,385
-1.8%
0.42%
-3.9%
Q4 2020$4,032,000
-10.3%
119,486
-22.2%
0.44%
-24.4%
Q3 2020$4,493,000
+1.9%
153,570
-3.8%
0.58%
-4.1%
Q2 2020$4,410,000
+10.9%
159,686
-3.9%
0.61%
-15.3%
Q1 2020$3,976,000
-10.3%
166,082
+17.4%
0.72%
+10.1%
Q4 2019$4,435,000
+15.5%
141,473
+8.2%
0.65%
+3.2%
Q3 2019$3,839,000
+7.5%
130,763
+8.4%
0.63%
+5.0%
Q2 2019$3,571,000
+12.3%
120,680
+10.8%
0.60%
+7.9%
Q1 2019$3,181,000
+211.6%
108,922
+182.0%
0.56%
+164.0%
Q4 2018$1,021,000
+81.0%
38,629
+110.7%
0.21%
+106.9%
Q3 2018$564,000
+91.8%
18,330
+89.4%
0.10%
+75.9%
Q2 2018$294,000
+18.1%
9,678
+21.9%
0.06%
+7.4%
Q1 2018$249,0007,9420.05%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 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