Dynamic Advisor Solutions LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 17 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$838,806
-4.5%
27,050
+0.2%
0.04%
-13.0%
Q2 2023$878,348
+47.7%
26,993
+45.8%
0.05%
+31.4%
Q1 2023$594,489
-63.0%
18,508
-60.5%
0.04%
-68.8%
Q1 2022$1,607,000
+279.0%
46,893
+303.1%
0.11%
+273.3%
Q4 2021$424,000
+25.1%
11,633
+24.2%
0.03%
+15.4%
Q3 2021$339,000
-15.0%
9,366
-13.6%
0.03%
-18.8%
Q2 2021$399,000
-15.8%
10,845
-33.0%
0.03%
-40.7%
Q3 2020$474,000
+6.0%
16,1920.0%0.05%
-10.0%
Q2 2020$447,000
+9.3%
16,192
-5.1%
0.06%
-20.0%
Q1 2020$409,000
-34.3%
17,067
-14.1%
0.08%
-11.8%
Q4 2019$623,000
-27.1%
19,867
-31.8%
0.08%
-36.1%
Q3 2019$855,000
+4.9%
29,124
+5.7%
0.13%
+1.5%
Q2 2019$815,000
+29.4%
27,551
+27.7%
0.13%
+10.1%
Q1 2019$630,000
+6.4%
21,581
+2.8%
0.12%
-5.6%
Q4 2018$592,00021,0010.13%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
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