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 628 filers reported holding SPDR INDEX SHS FDS in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 883,784$21,158,00016.99%
TRUEFG, LLC 734,872$17,593,00015.90%
McNamara Financial Services, Inc. 1,201,846$28,772,00011.81%
IAG Wealth Partners, LLC 713,104$17,072,00011.39%
Stadion Money Management, LLC 8,035,680$192,374,00011.29%
WALLER FINANCIAL PLANNING GROUP, INC 900,446$21,557,00011.25%
LEGG MASON, INC. 4,446$107,00011.16%
Strategic Financial Planning, Inc. 340,253$8,146,00010.79%
Financial Strategies Group, Inc. 493,264$11,809,00010.70%
Advisory Alpha, LLC 1,519,497$37,455,589,00010.50%
View complete list of SPDR INDEX SHS FDS shareholders