Vivaldi Capital Management LP - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 828 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Vivaldi Capital Management LP ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$12,433,690
-1.6%
354,438
+0.9%
3.54%
-4.0%
Q1 2024$12,640,062
+6.3%
351,406
-1.5%
3.69%
+3.4%
Q4 2023$11,896,125
+14.9%
356,598
+6.8%
3.57%
+5.3%
Q3 2023$10,355,067
-4.0%
333,927
+0.8%
3.39%
+1.9%
Q2 2023$10,780,976
-13.4%
331,315
-14.5%
3.32%
-11.7%
Q1 2023$12,451,188
-10.4%
387,646
-13.7%
3.76%
+9.2%
Q4 2022$13,897,297
+11.4%
449,169
-5.5%
3.45%
+2.3%
Q3 2022$12,472,000
-13.5%
475,118
-4.9%
3.37%
-10.2%
Q2 2022$14,413,000
-7.3%
499,766
-0.2%
3.75%
-7.3%
Q1 2022$15,552,000
-31.1%
500,695
-19.1%
4.05%
-22.6%
Q4 2021$22,574,000
+0.7%
618,815
-0.1%
5.23%
+7.7%
Q3 2021$22,425,000
-2.7%
619,307
+1.2%
4.86%
+5.0%
Q2 2021$23,040,000
+3.1%
612,120
+1.3%
4.62%
+4.6%
Q1 2021$22,353,000
+17.3%
603,977
+6.9%
4.42%
+8.5%
Q4 2020$19,063,000
+13.0%
564,826
+6.1%
4.08%
+8.8%
Q3 2020$16,877,000
+7.2%
532,560
+1.1%
3.75%
+14.3%
Q2 2020$15,748,000
+55.8%
526,685
+24.7%
3.28%
+43.8%
Q1 2020$10,111,000
+0.9%
422,334
+32.2%
2.28%
-5.9%
Q4 2019$10,018,000
+9.8%
319,553
+2.8%
2.42%
+12.1%
Q3 2019$9,127,000
+15.0%
310,875
+15.9%
2.16%
+4.2%
Q2 2019$7,939,000
+87.1%
268,314
+84.7%
2.07%
+75.8%
Q1 2019$4,243,000
+233.6%
145,275
+202.2%
1.18%
+115.3%
Q4 2018$1,272,000
-57.6%
48,078
-50.7%
0.55%
-31.1%
Q3 2018$3,002,000
+174.9%
97,562
+171.6%
0.80%
-11.4%
Q2 2018$1,092,000
+24.9%
35,916
+29.1%
0.90%
+37.4%
Q1 2018$874,000
+39.6%
27,812
+40.8%
0.65%
+24.4%
Q4 2017$626,00019,7560.52%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 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