VisionPoint Advisory Group, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 673 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.1%.

Quarter-by-quarter ownership
VisionPoint Advisory Group, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$259,887
+146.1%
8,381
+158.3%
0.11%
+158.1%
Q2 2023$105,591
-70.0%
3,245
-70.0%
0.04%
-72.3%
Q1 2023$352,473
+3.5%
10,832
+2.8%
0.16%
+9.9%
Q4 2022$340,515
-92.5%
10,539
-94.0%
0.14%
-93.5%
Q3 2022$4,518,000
-7.0%
175,129
+10.6%
2.17%
+13.1%
Q2 2022$4,858,000
+90.3%
158,304
+87.2%
1.92%
+62.5%
Q1 2022$2,553,000
+132.3%
84,549
+170.4%
1.18%
+145.7%
Q4 2021$1,099,000
+68.3%
31,272
+81.8%
0.48%
+65.3%
Q3 2021$653,000
+54.4%
17,203
+49.7%
0.29%
+54.8%
Q2 2021$423,000
+27.8%
11,490
+22.8%
0.19%
+18.2%
Q1 2021$331,000
+39.1%
9,355
+32.8%
0.16%
+32.5%
Q4 2020$238,000
-43.6%
7,046
-51.1%
0.12%
-34.1%
Q3 2020$422,000
+28.7%
14,411
+26.2%
0.18%
+36.8%
Q2 2020$328,00011,4170.13%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2022
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