SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 17 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 8,754 | 0.0% | 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% | 8,006 | 0.0% | 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 | $2,006,000 | – | 63,293 | – | 0.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESTON WEALTH MANAGEMENT LLC | 906,206 | $30,584,000 | 17.37% |
| TRUEFG, LLC | 797,298 | $26,909,000 | 16.12% |
| McNamara Financial Services, Inc. | 1,307,732 | $38,264,000 | 12.96% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,083,509 | $36,568,000 | 11.40% |
| Stadion Money Management, LLC | 9,133,512 | $308,256,000 | 11.23% |
| Financial Strategies Group, Inc. | 566,798 | $19,129,000 | 10.66% |
| Brown Financial Advisory | 354,055 | $11,949,000 | 10.59% |
| IAG Wealth Partners, LLC | 729,708 | $24,628,000 | 10.06% |
| Baystate Wealth Management LLC | 2,578,949 | $87,040,000 | 9.92% |
| Advisory Alpha, LLC | 1,408,270 | $47,529,000 | 9.71% |