Kohmann Bosshard Financial Services, LLC - 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
Kohmann Bosshard Financial Services, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,989,158
-2.8%
64,146
+2.0%
0.34%
-2.8%
Q2 2023$2,045,812
-0.3%
62,871
-1.6%
0.35%
-8.3%
Q1 2023$2,052,404
+9.9%
63,898
+1.5%
0.38%
+3.5%
Q4 2022$1,868,184
+12.3%
62,923
-2.4%
0.37%
+0.8%
Q3 2022$1,663,000
-44.5%
64,444
-38.0%
0.37%
-44.3%
Q2 2022$2,996,000
-34.2%
103,897
-21.7%
0.66%
-25.9%
Q1 2022$4,552,000
+97.4%
132,775
+110.0%
0.89%
+93.3%
Q4 2021$2,306,000
+0.7%
63,2160.0%0.46%
-8.0%
Q3 2021$2,289,000
-3.0%
63,216
-1.5%
0.50%
-7.4%
Q2 2021$2,360,000
+4.0%
64,1590.0%0.54%
-11.1%
Q1 2021$2,269,000
+4.0%
64,159
-0.8%
0.61%
-10.2%
Q4 2020$2,182,000
+0.4%
64,660
-13.0%
0.68%
-13.7%
Q3 2020$2,174,000
+3.2%
74,302
-2.6%
0.79%
+0.6%
Q2 2020$2,106,000
+24.9%
76,247
+8.2%
0.78%
+5.4%
Q1 2020$1,686,00070,4450.74%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Stadion Money Management, LLC 7,557,030$273,640,00018.05%
TRUEFG, LLC 928,878$34,703,00015.73%
SageGuard Financial Group, LLC 24,529$888,00013.93%
McNamara Financial Services, Inc. 1,397,420$50,601,00013.87%
Tennessee Valley Asset Management Partners 988,191$35,782,00013.59%
RESTON WEALTH MANAGEMENT LLC 715,286$25,901,00013.48%
Peterson Wealth Advisors, LLC 974,425$35,284,00011.66%
WALLER FINANCIAL PLANNING GROUP, INC 1,185,775$42,937,00011.41%
Financial Strategies Group, Inc. 676,116$24,482,00010.94%
IAG Wealth Partners, LLC 821,680$29,753,00010.58%
View complete list of SPDR INDEX SHS FDS shareholders