LexAurum Advisors, 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
LexAurum Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,543,341
+9.2%
49,769
+14.6%
0.45%
+5.9%
Q2 2023$1,413,369
+3.1%
43,435
+1.8%
0.43%
-6.4%
Q1 2023$1,370,616
-10.9%
42,672
-17.7%
0.46%
-17.4%
Q4 2022$1,539,127
+17.7%
51,840
+2.3%
0.55%
+8.9%
Q3 2022$1,308,000
-4.5%
50,678
+6.7%
0.51%
-1.2%
Q2 2022$1,370,000
+13.9%
47,494
+35.3%
0.51%
+30.6%
Q1 2022$1,203,000
+7.1%
35,091
+14.0%
0.39%
+7.1%
Q4 2021$1,123,000
+27.9%
30,779
+27.0%
0.37%
+41.3%
Q3 2021$878,000
+7.5%
24,236
+9.2%
0.26%
+7.0%
Q2 2021$817,000
+18.8%
22,195
+14.1%
0.24%
+3.0%
Q1 2021$688,000
-19.2%
19,445
-22.9%
0.24%
-23.0%
Q4 2020$852,000
+18.0%
25,233
+2.3%
0.30%
+3.0%
Q3 2020$722,000
+20.7%
24,674
+13.9%
0.30%
-9.5%
Q2 2020$598,000
+161.1%
21,658
+126.5%
0.33%
+105.7%
Q1 2020$229,000
-63.1%
9,563
-53.2%
0.16%
-71.1%
Q2 2018$621,000
+42.1%
20,419
+46.7%
0.55%
+48.9%
Q1 2018$437,00013,9160.37%
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