Lumbard & Kellner, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 551 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Lumbard & Kellner, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,474,650
-11.2%
47,554
-6.8%
0.98%
+5.6%
Q2 2023$1,659,865
+1.0%
51,010
-0.3%
0.93%
+12.0%
Q1 2023$1,643,773
+9.5%
51,176
+1.2%
0.83%
+12.5%
Q4 2022$1,501,691
+6.3%
50,579
-7.7%
0.74%
+1.0%
Q3 2022$1,413,000
-27.7%
54,770
-3.9%
0.73%
-4.6%
Q1 2022$1,954,000
-3.6%
57,015
+2.6%
0.76%
-0.1%
Q4 2021$2,027,000
+3.6%
55,574
+2.9%
0.76%
-0.4%
Q3 2021$1,956,000
-0.9%
54,026
+0.7%
0.77%
+0.4%
Q2 2021$1,973,000
+5.5%
53,630
+1.4%
0.76%
+16.1%
Q1 2021$1,870,000
+7.8%
52,890
+2.9%
0.66%
-3.7%
Q4 2020$1,734,00051,3910.68%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
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