Surevest, 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
Surevest, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2022$686,000
-25.9%
26,593
-17.1%
0.19%
-23.0%
Q2 2022$926,000
-15.6%
32,092
+0.3%
0.24%
-8.3%
Q1 2022$1,097,000
-7.1%
31,994
-1.2%
0.26%
-5.4%
Q4 2021$1,181,000
+0.6%
32,375
-0.1%
0.28%
-5.7%
Q3 2021$1,174,000
-1.8%
32,409
-0.3%
0.30%
-4.8%
Q2 2021$1,196,000
+4.2%
32,501
+0.1%
0.31%
-10.1%
Q1 2021$1,148,000
+3.9%
32,453
-0.9%
0.35%
-6.0%
Q4 2020$1,105,000
+15.2%
32,752
-0.0%
0.37%
-2.1%
Q3 2020$959,000
+5.8%
32,761
-0.2%
0.38%
-6.0%
Q2 2020$906,000
-24.2%
32,816
-34.3%
0.40%
-38.4%
Q1 2020$1,196,000
-78.4%
49,942
-71.8%
0.65%
-72.5%
Q4 2019$5,549,000
+6.1%
177,015
-0.7%
2.37%
-8.0%
Q3 2019$5,232,000
-1.5%
178,200
-0.8%
2.58%
-6.7%
Q2 2019$5,314,000
+20.7%
179,585
+19.2%
2.76%
+1.9%
Q1 2019$4,401,000
+17.0%
150,662
+6.0%
2.71%
-8.7%
Q4 2018$3,760,000142,1672.97%
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