Port Capital 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
Port Capital LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$558,000
-4.8%
18,0000.0%0.04%0.0%
Q2 2023$586,000
+1.4%
18,0000.0%0.04%
-7.9%
Q1 2023$578,000
+8.2%
18,0000.0%0.04%
-2.6%
Q4 2022$534,000
+15.1%
18,0000.0%0.04%
+2.6%
Q3 2022$464,000
-10.6%
18,0000.0%0.04%
-7.3%
Q2 2022$519,000
-15.9%
18,0000.0%0.04%
-4.7%
Q1 2022$617,000
-6.1%
18,0000.0%0.04%
+7.5%
Q4 2021$657,000
+0.8%
18,0000.0%0.04%
+21.2%
Q3 2021$652,000
-1.5%
18,0000.0%0.03%
-2.9%
Q2 2021$662,000
+4.1%
18,0000.0%0.03%
-5.6%
Q1 2021$636,000
+4.8%
18,0000.0%0.04%
-12.2%
Q4 2020$607,000
+15.2%
18,0000.0%0.04%
-8.9%
Q3 2020$527,000
+6.0%
18,0000.0%0.04%
-6.2%
Q2 2020$497,00018,0000.05%
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