SlateStone Wealth, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 477 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$334
-5.6%
10,762
-0.9%
0.05%
-25.8%
Q2 2023$354
+2.0%
10,865
+0.5%
0.07%
-8.3%
Q1 2023$347
-99.9%
10,811
-2.3%
0.07%
-8.9%
Q4 2022$328,431
-7.2%
11,062
-19.4%
0.08%
-16.0%
Q3 2022$354,000
-51.4%
13,728
-45.7%
0.09%
-49.5%
Q2 2022$729,000
-21.8%
25,287
-7.0%
0.19%
-10.6%
Q1 2022$932,000
-9.9%
27,180
-4.1%
0.21%
-5.9%
Q4 2021$1,034,000
-37.4%
28,344
-37.9%
0.22%
-41.5%
Q3 2021$1,653,000
+1.8%
45,653
+3.4%
0.38%
+1.9%
Q2 2021$1,624,000
-0.9%
44,147
-4.7%
0.37%
-8.4%
Q1 2021$1,638,000
+2.8%
46,327
-1.9%
0.40%
+2.0%
Q4 2020$1,593,000
-9.7%
47,203
-21.8%
0.40%
+4.2%
Q3 2020$1,765,000
+59.6%
60,335
+50.7%
0.38%
+54.3%
Q2 2020$1,106,000
+32.8%
40,031
+15.1%
0.25%
+4.2%
Q1 2020$833,000
-61.6%
34,776
-49.7%
0.24%
-52.2%
Q4 2019$2,168,000
+1.7%
69,149
-4.7%
0.50%
-20.3%
Q3 2019$2,131,000
+4.6%
72,565
+5.4%
0.62%
+8.4%
Q2 2019$2,038,000
+67.2%
68,864
+65.0%
0.57%
+53.5%
Q1 2019$1,219,000
+79.3%
41,726
+62.4%
0.37%
+19.5%
Q4 2018$680,00025,6990.31%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Stadion Money Management, LLC 7,557,030$273,640,00018.05%
TRUEFG, LLC 928,878$34,703,00015.73%
SageGuard Financial Group, LLC 24,529$888,00013.93%
McNamara Financial Services, Inc. 1,397,420$50,601,00013.87%
Tennessee Valley Asset Management Partners 988,191$35,782,00013.59%
RESTON WEALTH MANAGEMENT LLC 715,286$25,901,00013.48%
Peterson Wealth Advisors, LLC 974,425$35,284,00011.66%
WALLER FINANCIAL PLANNING GROUP, INC 1,185,775$42,937,00011.41%
Financial Strategies Group, Inc. 676,116$24,482,00010.94%
IAG Wealth Partners, LLC 821,680$29,753,00010.58%
View complete list of SPDR INDEX SHS FDS shareholders