Fernwood Investment Management, 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
Fernwood Investment Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$372,616
-7.5%
12,016
-2.9%
0.13%
-6.3%
Q2 2023$402,845
+1.3%
12,3800.0%0.14%
-6.5%
Q1 2023$397,646
+8.2%
12,3800.0%0.15%
+0.7%
Q4 2022$367,562
-13.3%
12,380
-24.7%
0.15%
-15.1%
Q3 2022$424,000
-10.5%
16,4480.0%0.18%
-12.3%
Q2 2022$474,000
-16.0%
16,4480.0%0.20%
+3.0%
Q1 2022$564,000
-7.5%
16,448
-1.6%
0.20%
-1.0%
Q4 2021$610,0000.0%16,711
-0.8%
0.20%
-4.8%
Q3 2021$610,000
+1.0%
16,843
+2.6%
0.21%
+5.0%
Q2 2021$604,000
+4.0%
16,409
-0.1%
0.20%
-6.5%
Q1 2021$581,000
+4.9%
16,4220.0%0.21%
-1.8%
Q4 2020$554,000
+13.8%
16,422
-1.3%
0.22%
-5.2%
Q3 2020$487,000
-11.6%
16,643
-16.5%
0.23%
-15.4%
Q2 2020$551,000
-1.1%
19,942
-14.3%
0.27%
-23.6%
Q1 2020$557,000
-24.1%
23,275
-0.6%
0.36%
+1.4%
Q4 2019$734,000
+23.6%
23,422
+15.8%
0.35%
+19.4%
Q3 2019$594,000
-10.8%
20,224
-10.1%
0.29%
-19.2%
Q2 2019$666,000
-0.6%
22,496
-1.9%
0.36%
+2.0%
Q1 2019$670,000
+65.4%
22,935
+49.8%
0.36%
+36.8%
Q4 2018$405,00015,3100.26%
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