WealthPLAN Partners, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 628 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2023$302,043
-2.1%
8,881
-10.7%
0.03%
-13.9%
Q3 2023$308,488
+8.0%
9,948
+13.3%
0.04%
-10.0%
Q2 2023$285,604
+1.6%
8,777
+0.3%
0.04%
+25.0%
Q1 2023$281,179
-0.6%
8,7540.0%0.03%
+60.0%
Q4 2022$282,929
+10.1%
8,754
+8.4%
0.02%
+11.1%
Q1 2022$257,000
-8.9%
8,078
+0.3%
0.02%
-5.3%
Q4 2021$282,000
-1.4%
8,052
+3.5%
0.02%0.0%
Q3 2021$286,000
-3.4%
7,782
-1.3%
0.02%
-9.5%
Q2 2021$296,000
+2.1%
7,883
-1.5%
0.02%
-8.7%
Q1 2021$290,000
+4.7%
8,0060.0%0.02%
-4.2%
Q4 2020$277,000
+14.9%
8,006
+4.0%
0.02%
+4.3%
Q3 2020$241,000
-8.4%
7,696
-13.1%
0.02%
-14.8%
Q2 2020$263,000
+16.4%
8,854
-2.2%
0.03%
-6.9%
Q1 2020$226,000
-97.4%
9,057
-96.7%
0.03%
-97.2%
Q4 2019$8,690,000
+6.5%
275,405
+3.5%
1.03%
-8.0%
Q3 2019$8,159,000
+13.7%
266,212
+5.4%
1.12%
+3.2%
Q2 2019$7,175,000
+0.7%
252,672
+3.0%
1.08%
-2.9%
Q1 2019$7,124,000
+6.9%
245,400
+5.9%
1.11%
+3.7%
Q4 2018$6,664,000
+8.0%
231,787
+3.9%
1.07%
-4.8%
Q3 2018$6,169,000
+35.7%
223,102
+49.2%
1.13%
+20.8%
Q2 2018$4,546,000
-2.4%
149,553
+0.9%
0.93%
-8.8%
Q1 2018$4,659,000
+132.3%
148,236
+134.2%
1.02%
+90.3%
Q4 2017$2,006,00063,2930.54%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
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