FormulaFolio Investments, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 731 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is 337.20 and the average weighting 1.1%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2021$8,079,000
-4.5%
219,610
-4.4%
2.70%
-2.0%
Q1 2021$8,464,000
-84.2%
229,754
-85.5%
2.75%
+145.5%
Q4 2020$53,490,000
+25.4%
1,584,876
+8.7%
1.12%
-31.8%
Q3 2020$42,649,000
+69.3%
1,457,587
+59.8%
1.64%
+60.0%
Q2 2020$25,190,000
+54.3%
912,020
+33.8%
1.03%
+17.6%
Q1 2020$16,324,000
+496.9%
681,866
+681.6%
0.87%
+800.0%
Q4 2019$2,735,000
+197.9%
87,235
+179.0%
0.10%
+177.1%
Q3 2019$918,000
-97.3%
31,265
-97.2%
0.04%
-97.6%
Q4 2018$33,758,0000.0%1,097,1080.0%1.48%0.0%
Q3 2018$33,758,000
+1.1%
1,097,108
-0.1%
1.48%
-7.1%
Q2 2018$33,400,000
+1.1%
1,098,681
+4.5%
1.60%
-17.7%
Q1 2018$33,045,000
+6.5%
1,051,391
+7.4%
1.94%
-4.9%
Q4 2017$31,041,000979,1972.04%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 888,652$26,002,00016.72%
TRUEFG, LLC 780,215$22,829,00015.88%
McNamara Financial Services, Inc. 1,307,638$38,261,00012.95%
Stadion Money Management, LLC 9,961,877$291,485,00011.63%
Financial Strategies Group, Inc. 520,934$15,243,00010.27%
COLTON GROOME FINANCIAL ADVISORS, LLC 499,432$14,613,00010.26%
AlphaStar Capital Management, LLC 1,709,955$50,751,00010.15%
WALLER FINANCIAL PLANNING GROUP, INC 933,099$27,302,00010.01%
ARQ WEALTH ADVISORS, LLC 353,690$10,349,0009.97%
IAG Wealth Partners, LLC 722,362$21,137,0009.75%
View complete list of SPDR INDEX SHS FDS shareholders