TRUEFG, LLC - SPDR INDEX SHS FDS ownership

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
TRUEFG, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$37,431,324
+0.1%
1,207,073
+5.0%
16.20%
+0.7%
Q2 2023$37,408,397
+2.0%
1,149,613
+0.6%
16.08%
-2.9%
Q1 2023$36,690,505
+4.6%
1,142,295
-3.3%
16.56%
-0.9%
Q4 2022$35,079,358
+19.9%
1,181,521
+4.2%
16.72%
+7.8%
Q3 2022$29,264,000
-4.3%
1,134,252
+7.0%
15.51%
-0.7%
Q2 2022$30,572,000
-11.2%
1,060,061
+5.5%
15.62%
-0.1%
Q1 2022$34,431,000
-1.5%
1,004,400
+4.9%
15.63%
+1.4%
Q4 2021$34,942,000
+0.7%
957,837
+3.1%
15.42%
-2.0%
Q3 2021$34,703,000
+11.5%
928,878
+9.8%
15.73%
-0.6%
Q2 2021$31,130,000
+6.4%
846,143
+2.2%
15.82%
-0.7%
Q1 2021$29,268,000
+8.8%
827,721
+3.8%
15.93%
-1.2%
Q4 2020$26,909,000
+17.9%
797,298
+2.2%
16.12%
+1.5%
Q3 2020$22,829,000
+9.0%
780,215
+2.9%
15.88%
+0.4%
Q2 2020$20,950,000
+19.1%
758,506
+3.2%
15.81%
-0.6%
Q1 2020$17,593,000
-15.0%
734,872
+11.3%
15.90%
+1.3%
Q4 2019$20,701,000660,32815.69%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
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