Brio Consultants, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 842 filers reported holding SPDR INDEX SHS FDS in Q2 2024. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.

Quarter-by-quarter ownership
Brio Consultants, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$24,831,911
-2.4%
707,865
-0.3%
4.09%
-4.6%
Q1 2024$25,445,771
+5.7%
709,982
+0.3%
4.29%
+0.4%
Q4 2023$24,078,537
+10.5%
707,984
+0.7%
4.27%
+4.4%
Q3 2023$21,796,108
-4.0%
702,874
+0.8%
4.09%
-0.2%
Q2 2023$22,694,630
+3.0%
697,438
+1.7%
4.10%
+0.6%
Q1 2023$22,033,098
+12.2%
685,962
+3.7%
4.08%
+4.3%
Q4 2022$19,631,690
+18.6%
661,222
+6.6%
3.91%
+11.8%
Q3 2022$16,555,000
-16.4%
620,503
-11.3%
3.50%
-22.2%
Q2 2022$19,797,000
+8817.6%
699,803
+11406.1%
4.49%
+8542.3%
Q4 2021$222,000
-94.1%
6,082
-94.2%
0.05%
-94.3%
Q3 2021$3,785,000
-1.6%
104,521
-0.0%
0.92%
-6.4%
Q2 2021$3,845,000
+3.0%
104,522
-1.0%
0.98%
-10.6%
Q1 2021$3,733,000
+4.8%
105,5620.0%1.10%
-4.4%
Q4 2020$3,563,000
+4.4%
105,562
-9.5%
1.15%
+11.7%
Q3 2020$3,412,000
+2.4%
116,594
-3.3%
1.03%
-7.4%
Q2 2020$3,331,000
-60.2%
120,589
-65.5%
1.11%
-66.8%
Q1 2020$8,372,000
-37.8%
349,703
-18.5%
3.34%
-26.0%
Q4 2019$13,449,000
+0.5%
428,998
-5.9%
4.52%
-9.8%
Q3 2019$13,382,000
-17.5%
455,779
-16.8%
5.01%
-23.0%
Q2 2019$16,218,000
+1.5%
548,102
+0.2%
6.51%
-8.0%
Q1 2019$15,973,000
-17.6%
546,839
-25.4%
7.08%
-28.9%
Q4 2018$19,379,000732,6569.95%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2024
NameSharesValueWeighting ↓
TRUEFG, LLC 1,181,521$35,079,35816.72%
Stadion Money Management, LLC 6,604,816$196,096,98716.38%
Fairfield University 657,781$19,529,50416.22%
Rinkey Investments 767,772$22,795,16313.64%
RESTON WEALTH MANAGEMENT LLC 823,703$24,455,74313.51%
McNamara Financial Services, Inc. 1,550,059$46,021,24612.20%
Auto-Owners Insurance Co 11,175,000$331,785,75012.11%
Peterson Wealth Advisors, LLC 1,339,305$39,763,96612.00%
WALLER FINANCIAL PLANNING GROUP, INC 1,352,291$40,149,51011.65%
ARQ WEALTH ADVISORS, LLC 572,390$16,994,25211.10%
View complete list of SPDR INDEX SHS FDS shareholders