NAPLES GLOBAL ADVISORS, 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
NAPLES GLOBAL ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$386,230
-2.3%
12,455
+2.5%
0.05%
+2.2%
Q2 2023$395,524
+6.6%
12,155
+5.2%
0.05%0.0%
Q1 2023$371,147
+8.2%
11,5550.0%0.05%
+4.5%
Q4 2022$343,068
+12.5%
11,555
-2.3%
0.04%
+4.8%
Q3 2022$305,000
-12.9%
11,830
-2.5%
0.04%
-6.7%
Q2 2022$350,000
-15.9%
12,1300.0%0.04%
-6.2%
Q1 2022$416,000
-2.8%
12,130
+3.4%
0.05%
-4.0%
Q4 2021$428,000
-0.7%
11,730
-1.5%
0.05%
-12.3%
Q3 2021$431,000
-1.6%
11,9130.0%0.06%
-6.6%
Q2 2021$438,000
+4.8%
11,913
+0.8%
0.06%
-4.7%
Q1 2021$418,000
+1.7%
11,813
-2.9%
0.06%
-7.2%
Q4 2020$411,000
+7.3%
12,163
-7.1%
0.07%
-8.0%
Q3 2020$383,000
+6.1%
13,0880.0%0.08%
-3.8%
Q2 2020$361,000
+16.1%
13,088
+0.8%
0.08%
-4.9%
Q1 2020$311,000
-35.6%
12,988
-15.7%
0.08%
-18.8%
Q4 2019$483,000
+7.6%
15,413
+0.7%
0.10%
-3.8%
Q3 2019$449,000
-0.9%
15,3050.0%0.10%
-4.5%
Q2 2019$453,000
+3.4%
15,305
+2.2%
0.11%
-1.8%
Q1 2019$438,000
+5.5%
14,9800.0%0.11%
-5.1%
Q4 2018$415,000
-52.4%
14,980
-47.4%
0.12%
-0.8%
Q3 2018$872,000
+248.8%
28,460
+245.8%
0.12%
+70.0%
Q2 2018$250,000
-6.7%
8,230
-3.4%
0.07%
-12.5%
Q1 2018$268,000
+32.7%
8,518
+33.6%
0.08%
+33.3%
Q4 2017$202,0006,3750.06%
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