Capital Planning Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 321 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$947,195
+39.8%
27,001
+42.9%
0.16%
+36.1%
Q1 2024$677,304
+22.5%
18,898
+16.3%
0.12%
+13.3%
Q4 2023$552,765
+47.4%
16,253
+19.9%
0.10%
-6.2%
Q2 2020$375,000
+80.3%
13,559
+55.9%
0.11%
+43.6%
Q1 2020$208,000
-28.0%
8,699
-5.6%
0.08%
+2.6%
Q4 2019$289,000
+9.9%
9,211
+2.9%
0.08%
-1.3%
Q3 2019$263,0008,9530.08%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2019
NameSharesValueWeighting ↓
ATWOOD & PALMER INC 297,572$7,478,0002.02%
GENWORTH FINANCIAL INC 1,855,318$46,624,0001.46%
Braver Wealth Management, LLC 40,447$1,016,0000.47%
PHILLIPS FINANCIAL MANAGEMENT, LLC 39,332$1,042,0000.38%
TRUIST FINANCIAL CORP 201,629$5,066,0000.19%
Strategic Capital Group LLC 13,312$335,0000.17%
KNIGHT CAPITAL GROUP LLC 311,907$7,838,0000.14%
Jane Street Holding, LLC 272,776$6,855,0000.12%
Verus Financial Partners, Inc. 7,161$180,0000.10%
FLOW TRADERS U.S. LLC 12,849$323,0000.10%
View complete list of SPDR INDEX SHS FDS shareholders