Schneider Downs Wealth Management Advisors, LP - 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
Schneider Downs Wealth Management Advisors, LP ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$31,632,455
+18.5%
1,020,073
+24.4%
7.33%
+20.2%
Q2 2023$26,687,662
+27.1%
820,149
+25.4%
6.10%
+41.3%
Q1 2023$21,004,982
+16.2%
653,953
+7.4%
4.32%
+8.9%
Q4 2022$18,075,157
+150.3%
608,796
+117.6%
3.96%
+87.4%
Q3 2022$7,220,000
-23.2%
279,835
-14.2%
2.12%
-19.6%
Q2 2022$9,405,000
+35.0%
326,116
+60.4%
2.63%
+48.0%
Q1 2022$6,969,000
+11.0%
203,295
+18.1%
1.78%
+18.3%
Q4 2021$6,281,000
+12.5%
172,177
+11.6%
1.50%
+4.0%
Q3 2021$5,585,000
+1.7%
154,251
+3.3%
1.44%
+1.5%
Q2 2021$5,491,000
+10.2%
149,256
+5.9%
1.42%
+16.7%
Q1 2021$4,985,000
+8.9%
140,965
+3.9%
1.22%
-4.4%
Q4 2020$4,577,000
+15.5%
135,622
+0.2%
1.27%
-4.1%
Q3 2020$3,962,000
-4.6%
135,411
-10.0%
1.33%
-6.4%
Q2 2020$4,155,000
-78.1%
150,435
-81.0%
1.42%
-79.6%
Q1 2020$18,991,000793,2816.96%
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