WALLER FINANCIAL PLANNING GROUP, INC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 538 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
WALLER FINANCIAL PLANNING GROUP, INC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2023$41,991,397
+11.2%
1,234,678
+1.4%
11.04%
+0.5%
Q3 2023$37,747,497
-5.0%
1,217,269
-0.4%
10.98%
+0.2%
Q2 2023$39,750,655
-0.9%
1,221,594
-2.2%
10.96%
-3.6%
Q1 2023$40,131,159
-0.0%
1,249,413
-7.6%
11.38%
-2.4%
Q4 2022$40,149,510
+16.1%
1,352,291
+0.8%
11.65%
+10.1%
Q3 2022$34,596,000
-3.7%
1,340,916
+7.7%
10.58%
+0.7%
Q2 2022$35,909,000
-15.6%
1,245,122
+0.3%
10.51%
-6.8%
Q1 2022$42,554,000
-4.4%
1,241,367
+1.8%
11.28%
+1.2%
Q4 2021$44,492,000
+3.6%
1,219,634
+2.9%
11.14%
-2.3%
Q3 2021$42,937,000
+0.8%
1,185,775
+2.4%
11.41%
-0.1%
Q2 2021$42,600,000
+6.4%
1,157,913
+2.2%
11.42%
-0.8%
Q1 2021$40,052,000
+9.5%
1,132,694
+4.5%
11.51%
+0.9%
Q4 2020$36,568,000
+33.9%
1,083,509
+16.1%
11.40%
+13.9%
Q3 2020$27,302,000
+8.1%
933,099
+2.0%
10.01%
+1.7%
Q2 2020$25,258,000
+17.2%
914,494
+1.6%
9.84%
-12.5%
Q1 2020$21,557,000
-19.9%
900,446
+4.8%
11.25%
-16.7%
Q4 2019$26,929,000
+4.6%
858,985
+1.0%
13.50%
-1.0%
Q3 2019$25,752,000
+9.6%
850,177
+6.9%
13.64%
+4.3%
Q2 2019$23,501,000
+5.5%
795,304
+7.0%
13.07%
+1.4%
Q1 2019$22,283,000
+27.3%
743,017
+12.3%
12.89%
+6.5%
Q4 2018$17,507,000661,87212.10%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 906,206$30,584,00017.37%
TRUEFG, LLC 797,298$26,909,00016.12%
McNamara Financial Services, Inc. 1,307,732$38,264,00012.96%
WALLER FINANCIAL PLANNING GROUP, INC 1,083,509$36,568,00011.40%
Stadion Money Management, LLC 9,133,512$308,256,00011.23%
Financial Strategies Group, Inc. 566,798$19,129,00010.66%
Brown Financial Advisory 354,055$11,949,00010.59%
IAG Wealth Partners, LLC 729,708$24,628,00010.06%
Baystate Wealth Management LLC 2,578,949$87,040,0009.92%
Advisory Alpha, LLC 1,408,270$47,529,0009.71%
View complete list of SPDR INDEX SHS FDS shareholders