Capital Asset Advisory Services LLC - SPDR INDEX SHS FDS ownership

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SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 402 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

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Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$38,730,276
+3.1%
1,238,180
+9.7%
2.65%
+1.2%
Q2 2023$37,552,864
+8.0%
1,128,731
+4.2%
2.62%
+1.4%
Q1 2023$34,785,799
+21.1%
1,082,995
+12.5%
2.59%
+12.8%
Q4 2022$28,730,122
+180.3%
962,606
+142.3%
2.29%
+71.9%
Q3 2022$10,249,000
+1268.4%
397,232
+1429.4%
1.33%
+1525.6%
Q2 2022$749,000
-37.3%
25,973
-25.4%
0.08%
-35.4%
Q1 2022$1,194,000
-2.0%
34,835
+4.3%
0.13%
-1.6%
Q4 2021$1,218,000
+1.5%
33,391
+0.7%
0.13%
-3.7%
Q3 2021$1,200,000
-2.5%
33,143
-0.9%
0.13%
-0.7%
Q2 2021$1,231,000
-8.0%
33,456
-11.6%
0.14%
-32.5%
Q1 2021$1,338,000
-0.8%
37,830
-5.3%
0.20%
-16.7%
Q4 2020$1,349,000
+16.9%
39,959
+1.4%
0.24%
-0.8%
Q3 2020$1,154,000
-3.0%
39,411
-3.0%
0.24%
-5.1%
Q2 2020$1,190,000
+13.4%
40,639
-2.7%
0.26%
-8.3%
Q1 2020$1,049,000
-13.1%
41,758
+8.7%
0.28%
-2.1%
Q4 2019$1,207,000–38,429–0.28%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2019
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