Sensible Financial Planning & Management, LLC. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 731 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is 337.20 and the average weighting 1.1%.

Quarter-by-quarter ownership
Sensible Financial Planning & Management, LLC. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,496
-4.4%
144,995
+0.3%
1.13%
+2.4%
Q2 2023$4,704
-3.4%
144,546
-4.7%
1.10%
-3.8%
Q1 2023$4,871
+7.1%
151,658
-1.0%
1.15%
+1.7%
Q4 2022$4,550
-99.9%
153,235
-3.1%
1.13%
+7.7%
Q3 2022$4,079,000
-0.8%
158,083
+10.9%
1.05%
+1.1%
Q2 2022$4,112,000
-27.3%
142,574
-13.6%
1.04%
-31.3%
Q1 2022$5,658,000
+26.1%
165,062
+34.2%
1.51%
+18.5%
Q4 2021$4,488,000
+19.0%
123,018
+18.1%
1.28%
+3.8%
Q3 2021$3,772,000
+3.8%
104,162
+5.5%
1.23%
+0.2%
Q2 2021$3,633,000
+2.0%
98,752
-2.0%
1.23%
-6.1%
Q1 2021$3,561,000
+1.4%
100,720
-3.2%
1.31%
-0.2%
Q4 2020$3,511,000
+39.3%
104,022
+20.8%
1.31%
+27.0%
Q3 2020$2,520,000
+17.5%
86,117
+10.9%
1.03%
+12.1%
Q2 2020$2,144,000
+270.3%
77,642
+221.0%
0.92%
+233.3%
Q1 2020$579,000
-17.9%
24,185
+7.5%
0.28%
-7.1%
Q4 2019$705,000
+143.1%
22,493
+127.7%
0.30%
+137.6%
Q3 2019$290,0009,8770.12%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 906,206$30,584,00017.37%
TRUEFG, LLC 797,298$26,909,00016.12%
McNamara Financial Services, Inc. 1,307,732$38,264,00012.96%
WALLER FINANCIAL PLANNING GROUP, INC 1,083,509$36,568,00011.40%
Stadion Money Management, LLC 9,133,512$308,256,00011.23%
Financial Strategies Group, Inc. 566,798$19,129,00010.66%
Brown Financial Advisory 354,055$11,949,00010.59%
IAG Wealth Partners, LLC 729,708$24,628,00010.06%
Baystate Wealth Management LLC 2,578,949$87,040,0009.92%
Advisory Alpha, LLC 1,408,270$47,529,0009.71%
View complete list of SPDR INDEX SHS FDS shareholders