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 538 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

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 2021
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 906,206$30,584,00017.37%
TRUEFG, LLC 797,298$26,909,00016.12%
McNamara Financial Services, Inc. 1,307,732$38,264,00012.96%
WALLER FINANCIAL PLANNING GROUP, INC 1,083,509$36,568,00011.40%
Stadion Money Management, LLC 9,133,512$308,256,00011.23%
Financial Strategies Group, Inc. 566,798$19,129,00010.66%
Brown Financial Advisory 354,055$11,949,00010.59%
IAG Wealth Partners, LLC 729,708$24,628,00010.06%
Baystate Wealth Management LLC 2,578,949$87,040,0009.92%
Advisory Alpha, LLC 1,408,270$47,529,0009.71%
View complete list of SPDR INDEX SHS FDS shareholders