FINANCIAL CONSULATE, INC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 673 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.1%.

Quarter-by-quarter ownership
FINANCIAL CONSULATE, INC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$1,139,551
-26.1%
35,020
-27.1%
0.48%
-10.2%
Q1 2023$1,542,756
-16.7%
48,031
-23.0%
0.54%
-16.7%
Q4 2022$1,851,587
+11.9%
62,364
-2.8%
0.65%
-7.4%
Q3 2022$1,655,000
-19.1%
64,131
-9.6%
0.70%
-27.1%
Q2 2022$2,045,000
-17.6%
70,909
-2.1%
0.96%
+0.5%
Q1 2022$2,482,000
-5.4%
72,399
+0.7%
0.95%
+4.7%
Q4 2021$2,624,000
+7.7%
71,920
+6.9%
0.91%
+3.1%
Q3 2021$2,437,000
-8.6%
67,297
-7.1%
0.88%
-8.1%
Q2 2021$2,666,000
+3.1%
72,470
-0.9%
0.96%
-8.4%
Q1 2021$2,586,000
+2.9%
73,142
-1.7%
1.05%
-3.2%
Q4 2020$2,512,000
+12.1%
74,439
-2.8%
1.08%
+1.9%
Q3 2020$2,240,000
+0.1%
76,544
-5.5%
1.06%
-6.4%
Q2 2020$2,238,000
+6.2%
81,034
-8.0%
1.14%
-9.2%
Q1 2020$2,108,000
-29.0%
88,068
-7.0%
1.25%
-4.6%
Q4 2019$2,970,000
+19.7%
94,726
+12.0%
1.31%
+21.4%
Q3 2019$2,482,0000.0%84,544
+0.8%
1.08%
-3.2%
Q2 2019$2,482,000
-3.4%
83,886
-4.6%
1.12%
-4.9%
Q1 2019$2,570,000
+66.6%
87,969
+50.8%
1.18%
+26.9%
Q4 2018$1,543,000
-10.4%
58,334
+4.2%
0.93%
-5.5%
Q3 2018$1,723,000
-0.4%
55,994
-1.6%
0.98%
+11.9%
Q2 2018$1,730,000
-13.4%
56,905
-10.5%
0.88%
-17.2%
Q1 2018$1,998,00063,5741.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 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