Gradient Capital Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 477 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$8,819,895
+0.8%
284,421
+5.7%
3.69%
+5.0%
Q2 2023$8,753,618
+4.2%
269,011
+2.8%
3.51%
-1.8%
Q1 2023$8,402,817
+6.7%
261,607
-1.4%
3.57%
-0.1%
Q4 2022$7,874,768
+19.1%
265,233
+3.5%
3.58%
+13.3%
Q3 2022$6,611,000
+14.7%
256,255
+28.2%
3.16%
+14.1%
Q2 2022$5,766,000
-11.1%
199,916
+5.6%
2.77%
+0.7%
Q1 2022$6,488,000
-15.1%
189,252
-9.7%
2.75%
-13.6%
Q4 2021$7,645,000
+9.5%
209,554
+8.7%
3.18%
-0.6%
Q3 2021$6,979,000
+8.2%
192,733
+9.9%
3.20%
+5.9%
Q2 2021$6,449,000
+20.4%
175,301
+15.7%
3.02%
+6.6%
Q1 2021$5,357,000
+31.7%
151,495
+25.7%
2.84%
+22.2%
Q4 2020$4,069,000
+27.1%
120,562
+10.2%
2.32%
+16.1%
Q3 2020$3,201,000
+10.4%
109,395
+4.2%
2.00%
+2.0%
Q2 2020$2,899,000
+22.7%
104,968
+6.4%
1.96%
+2.7%
Q1 2020$2,363,000
+78.5%
98,690
+133.7%
1.91%
+106.9%
Q4 2019$1,324,000
+127.9%
42,225
+113.4%
0.92%
+112.4%
Q3 2019$581,000
+85.0%
19,786
+86.6%
0.43%
+80.1%
Q2 2019$314,00010,6010.24%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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