Van Hulzen Asset Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 625 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Van Hulzen Asset Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$286
-4.7%
9,2300.0%0.02%
-15.4%
Q2 2023$300
+8.3%
9,230
+7.1%
0.03%0.0%
Q1 2023$277
-99.9%
8,618
+33.9%
0.03%
+13.0%
Q1 2022$221,000
-29.4%
6,438
-25.0%
0.02%
-32.4%
Q4 2021$313,000
-2.2%
8,588
-2.7%
0.03%
-29.2%
Q3 2021$320,000
-1.5%
8,8280.0%0.05%
-2.0%
Q2 2021$325,000
+4.2%
8,8280.0%0.05%
-2.0%
Q1 2021$312,000
-8.5%
8,828
-12.6%
0.05%
-3.8%
Q4 2020$341,000
-19.8%
10,103
-30.5%
0.05%
-18.8%
Q3 2020$425,000
+1.9%
14,538
-3.6%
0.06%
+1.6%
Q2 2020$417,000
-6.3%
15,080
-18.8%
0.06%
-34.4%
Q1 2020$445,000
-33.9%
18,570
-13.5%
0.10%
-26.2%
Q4 2019$673,000
-2.0%
21,460
-8.3%
0.13%
-10.3%
Q3 2019$687,000
+0.7%
23,410
+1.6%
0.14%
-2.7%
Q2 2019$682,000
+20.7%
23,040
+19.1%
0.15%
-2.0%
Q1 2019$565,000
+2.9%
19,350
-6.7%
0.15%
-4.4%
Q4 2018$549,00020,7400.16%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
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