Integrated Wealth Concepts LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 296 filers reported holding SPDR INDEX SHS FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$21,839,681
-7.4%
704,279
-2.9%
0.38%
-4.7%
Q2 2023$23,590,447
+142062.5%
724,968
+40.3%
0.40%
+18.1%
Q1 2023$16,594
+19.8%
516,625
+10.8%
0.34%
-9.0%
Q4 2022$13,846
-99.9%
466,367
-2.9%
0.38%
-5.1%
Q3 2022$12,398,000
-1.0%
480,537
+10.6%
0.40%
+1.5%
Q2 2022$12,527,000
+144.5%
434,368
+190.6%
0.39%
+148.4%
Q1 2022$5,124,000
-6.3%
149,464
-0.3%
0.16%
-3.7%
Q4 2021$5,470,000
+7.8%
149,940
+7.0%
0.16%
-1.2%
Q3 2021$5,073,000
+20.8%
140,110
+22.7%
0.16%
+10.7%
Q2 2021$4,201,000
+29.6%
114,202
+24.5%
0.15%
+12.0%
Q1 2021$3,242,000
+67.0%
91,698
+59.5%
0.13%
+44.6%
Q4 2020$1,941,000
+708.8%
57,498
+601.4%
0.09%
+513.3%
Q3 2020$240,000
-75.1%
8,198
-76.5%
0.02%
-78.3%
Q2 2020$963,000
+28.2%
34,875
+11.2%
0.07%0.0%
Q1 2020$751,000
-19.8%
31,354
+5.1%
0.07%
-12.7%
Q4 2019$936,000
+14.0%
29,843
+6.8%
0.08%
-14.1%
Q3 2019$821,000
+346.2%
27,949
-11.7%
0.09%
+283.3%
Q2 2019$184,000
-73.6%
31,639
+32.3%
0.02%
-79.7%
Q1 2019$698,000
+82.7%
23,909
+65.5%
0.12%
+13.5%
Q4 2018$382,00014,4430.10%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Stadion Money Management, LLC 7,639,224$236,892,33619.60%
Fairfield University 669,710$20,767,71518.42%
TRUEFG, LLC 1,207,073$37,431,32416.20%
McNamara Financial Services, Inc. 1,982,483$61,476,80915.34%
Rinkey Investments 953,846$29,578,76813.55%
Peterson Wealth Advisors, LLC 1,443,445$44,761,23112.03%
Auto-Owners Insurance Co 11,175,000$346,536,75011.57%
RESTON WEALTH MANAGEMENT LLC 708,762$21,978,70911.10%
WALLER FINANCIAL PLANNING GROUP, INC 1,217,269$37,747,49710.98%
Leicht Financial Planning & Wealth Management, Inc. 553,118$17,152,18710.59%
View complete list of SPDR INDEX SHS FDS shareholders