Valtinson Bruner Financial Planning LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 522 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Valtinson Bruner Financial Planning LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$5,465,233
-9.7%
176,241
-5.2%
2.99%
-8.3%
Q2 2023$6,050,683
-16.3%
185,946
-17.4%
3.26%
-21.0%
Q1 2023$7,232,332
+16.9%
225,166
+15.9%
4.13%
+15.5%
Q4 2022$6,186,129
+3.1%
194,349
-16.5%
3.58%
-3.5%
Q3 2022$6,002,000
+5.5%
232,639
+17.9%
3.70%
+6.9%
Q2 2022$5,689,000
-7.5%
197,257
+7.4%
3.47%
-1.6%
Q1 2022$6,153,000
+1.3%
183,663
+10.3%
3.52%
+5.9%
Q4 2021$6,073,000
+7.8%
166,483
+10.7%
3.33%
+7.6%
Q3 2021$5,631,000
+6.2%
150,440
+4.1%
3.09%
+2.1%
Q2 2021$5,301,000
-7.2%
144,571
-7.0%
3.03%
-10.0%
Q1 2021$5,714,000
+41.0%
155,409
+33.5%
3.36%
+32.4%
Q4 2020$4,052,000
+37.0%
116,383
+12.8%
2.54%
+22.6%
Q3 2020$2,958,000
+284.7%
103,215
+290.7%
2.07%
+279.7%
Q2 2020$769,000
-88.6%
26,415
-87.7%
0.55%
-88.8%
Q4 2019$6,765,000
+85.3%
215,572
+74.2%
4.86%
+63.3%
Q3 2019$3,650,000
+1019.6%
123,772
+1024.1%
2.97%
+977.2%
Q2 2019$326,00011,0110.28%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2021
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