Bogart Wealth, 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
Bogart Wealth, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$17,582
-10.2%
567
-5.8%
0.00%0.0%
Q2 2023$19,588
+1.8%
602
+0.5%
0.00%0.0%
Q1 2023$19,233
+8.2%
5990.0%0.00%0.0%
Q4 2022$17,778
-91.3%
599
-92.5%
0.00%
-94.1%
Q3 2022$205,000
+1105.9%
7,949
+1231.5%
0.02%
+1600.0%
Q2 2022$17,000
-15.0%
597
+0.7%
0.00%
-50.0%
Q1 2022$20,000
-9.1%
5930.0%0.00%0.0%
Q4 2021$22,000
+4.8%
593
+0.3%
0.00%0.0%
Q3 2021$21,0000.0%591
+3.7%
0.00%0.0%
Q2 2021$21,000
+23.5%
570
+16.3%
0.00%0.0%
Q1 2021$17,000
+54.5%
490
+46.3%
0.00%0.0%
Q4 2020$11,000
+37.5%
335
+10.2%
0.00%0.0%
Q3 2020$8,0000.0%3040.0%0.00%0.0%
Q2 2020$8,000
+14.3%
3040.0%0.00%0.0%
Q1 2020$7,0003040.00%
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