SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 690 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is 0.53 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $132,135,055 | -3.2% | 4,261,047 | +1.6% | 2.41% | -3.0% |
| Q2 2023 | $136,515,403 | +9.2% | 4,195,310 | +7.8% | 2.49% | -9.7% |
| Q1 2023 | $124,980,340 | +11.0% | 3,891,044 | +2.6% | 2.75% | -1.2% |
| Q4 2022 | $112,618,341 | +18.9% | 3,793,140 | +3.3% | 2.79% | +2.8% |
| Q3 2022 | $94,741,000 | +0.2% | 3,672,143 | +12.0% | 2.71% | +1.1% |
| Q2 2022 | $94,517,000 | -13.1% | 3,277,276 | +3.3% | 2.68% | -3.3% |
| Q1 2022 | $108,767,000 | +7.3% | 3,172,879 | +14.1% | 2.78% | +9.1% |
| Q4 2021 | $101,406,000 | +8.7% | 2,779,766 | +7.9% | 2.54% | -5.4% |
| Q3 2021 | $93,310,000 | +4.6% | 2,576,915 | +6.3% | 2.69% | -6.8% |
| Q2 2021 | $89,197,000 | +11.0% | 2,423,169 | +6.6% | 2.88% | -7.7% |
| Q1 2021 | $80,359,000 | +8.0% | 2,272,626 | +3.1% | 3.12% | -5.6% |
| Q4 2020 | $74,412,000 | +19.5% | 2,204,817 | +4.7% | 3.31% | -8.8% |
| Q3 2020 | $62,258,000 | +7.9% | 2,106,827 | +2.4% | 3.63% | -7.4% |
| Q2 2020 | $57,698,000 | +12.2% | 2,057,004 | +0.2% | 3.92% | -5.7% |
| Q1 2020 | $51,446,000 | -9.3% | 2,053,749 | +13.6% | 4.16% | -9.7% |
| Q4 2019 | $56,696,000 | +5.5% | 1,808,499 | +3.7% | 4.60% | +3.5% |
| Q3 2019 | $53,736,000 | +15.6% | 1,744,669 | +7.5% | 4.44% | +0.4% |
| Q2 2019 | $46,497,000 | +17.2% | 1,623,489 | +19.5% | 4.42% | +44.6% |
| Q1 2019 | $39,668,000 | +29.4% | 1,358,032 | +27.4% | 3.06% | -23.3% |
| Q4 2018 | $30,648,000 | – | 1,066,024 | – | 3.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESTON WEALTH MANAGEMENT LLC | 906,206 | $30,584,000 | 17.37% |
| TRUEFG, LLC | 797,298 | $26,909,000 | 16.12% |
| McNamara Financial Services, Inc. | 1,307,732 | $38,264,000 | 12.96% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,083,509 | $36,568,000 | 11.40% |
| Stadion Money Management, LLC | 9,133,512 | $308,256,000 | 11.23% |
| Financial Strategies Group, Inc. | 566,798 | $19,129,000 | 10.66% |
| Brown Financial Advisory | 354,055 | $11,949,000 | 10.59% |
| IAG Wealth Partners, LLC | 729,708 | $24,628,000 | 10.06% |
| Baystate Wealth Management LLC | 2,578,949 | $87,040,000 | 9.92% |
| Advisory Alpha, LLC | 1,408,270 | $47,529,000 | 9.71% |