Lumbard & Kellner, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 538 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

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 Q3 2021
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