LWM Advisory Services, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 17 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
LWM Advisory Services, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,184,979
-3.8%
38,213
+0.9%
1.27%
-2.4%
Q2 2023$1,232,054
+4.0%
37,863
+2.7%
1.30%
+2.9%
Q1 2023$1,184,319
+56.0%
36,872
+44.2%
1.26%
+50.8%
Q4 2022$759,316
+31.4%
25,575
+14.1%
0.84%
+28.3%
Q3 2022$578,000
+26.5%
22,420
+41.5%
0.65%
+19.3%
Q2 2022$457,000
-14.9%
15,844
+1.1%
0.55%
-17.8%
Q1 2022$537,000
-6.8%
15,669
-0.7%
0.67%
-6.6%
Q4 2021$576,00015,7760.71%
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