Boston Standard Wealth Management, 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
Boston Standard Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2023$28,366,0000.0%914,7250.0%7.49%0.0%
Q3 2023$28,366,000
-5.7%
914,725
-1.0%
7.49%
-2.6%
Q2 2023$30,073,000
+4.1%
924,198
+2.7%
7.69%
-7.2%
Q1 2023$28,891,000
+3.1%
899,480
-4.7%
8.29%
-0.3%
Q4 2022$28,034,000
-99.9%
944,220
+3.7%
8.32%
+5.4%
Q3 2022$23,496,000,000
-6.2%
910,706
+5.0%
7.90%
-2.1%
Q2 2022$25,054,000,000
-12.7%
867,214
+3.6%
8.06%
-2.0%
Q1 2022$28,698,000,000
-2.3%
837,166
+4.0%
8.23%
+0.5%
Q4 2021$29,367,000,000
+5.3%
805,010
+4.5%
8.19%
-1.7%
Q3 2021$27,882,000,000
+0.2%
770,020
+1.8%
8.33%
-1.1%
Q2 2021$27,832,000,000
+4.5%
756,503
+0.7%
8.42%
-2.8%
Q1 2021$26,637,000,000
+6.7%
751,196
+1.6%
8.67%
-6.7%
Q4 2020$24,955,000,000
+18.4%
739,393
+2.7%
9.29%
+4.6%
Q3 2020$21,076,000,000
+7.4%
720,298
+1.4%
8.88%
+0.2%
Q2 2020$19,624,000,000
+26.6%
710,489
+4.9%
8.87%
+5.3%
Q1 2020$15,499,000,000
-28.2%
677,119
-1.7%
8.42%
-12.6%
Q4 2019$21,586,000,000
+6.3%
688,539
-0.5%
9.64%
-1.6%
Q3 2019$20,313,000,000
+0.3%
691,845
+1.9%
9.79%
-1.1%
Q2 2019$20,248,000,000
+4.4%
678,782
+3.7%
9.90%
-1.8%
Q1 2019$19,388,000,000
+15.8%
654,763
+3.4%
10.09%
+1.3%
Q4 2018$16,746,000,000
-7.4%
633,127
+7.2%
9.96%
+1.3%
Q3 2018$18,088,000,000
+15.6%
590,351
+18.6%
9.84%
+0.5%
Q1 2018$15,646,000,000
+3.2%
497,800
+4.1%
9.79%
+1.5%
Q4 2017$15,156,000,000478,1019.64%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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