Trivium Point Advisory, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 683 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
Trivium Point Advisory, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$260,627
-41.5%
7,430
-46.4%
0.04%
-67.5%
Q1 2023$445,247
-11.1%
13,862
-14.8%
0.12%
-17.8%
Q4 2022$500,874
+11.6%
16,278
-3.3%
0.15%
+5.0%
Q3 2022$449,000
-10.2%
16,830
-3.2%
0.14%
-7.3%
Q2 2022$500,000
-5.5%
17,384
+11.1%
0.15%
+28.2%
Q1 2022$529,000
+1.3%
15,641
+9.4%
0.12%
+7.3%
Q4 2021$522,000
+14.5%
14,298
+13.6%
0.11%
+0.9%
Q3 2021$456,000
+5.1%
12,582
+6.6%
0.11%0.0%
Q2 2021$434,000
-17.2%
11,805
-20.4%
0.11%
-23.9%
Q1 2021$524,000
+0.2%
14,825
-1.3%
0.14%
-6.0%
Q4 2020$523,000
+13.0%
15,013
-5.1%
0.15%
-7.9%
Q3 2020$463,000
+8.2%
15,813
+5.2%
0.16%
-3.0%
Q2 2020$428,000
-27.2%
15,037
-37.4%
0.17%
-44.0%
Q1 2020$588,000
+1.0%
24,015
+29.3%
0.30%
+33.6%
Q4 2019$582,000
+19.8%
18,579
+10.3%
0.23%
+1.3%
Q3 2019$486,000
-19.0%
16,840
-17.0%
0.22%
-16.5%
Q2 2019$600,000
+5.1%
20,290
+3.9%
0.27%0.0%
Q1 2019$571,000
+17.7%
19,533
+6.5%
0.27%
-9.2%
Q4 2018$485,00018,3380.29%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Fairfield University 676,577$23,010,38422.50%
Stadion Money Management, LLC 7,701,655$261,933,28717.35%
TRUEFG, LLC 1,200,322$40,822,94716.16%
McNamara Financial Services, Inc. 2,015,190$68,536,61115.33%
Rinkey Investments 965,328$32,830,81212.93%
Peterson Wealth Advisors, LLC 1,495,375$50,857,70012.08%
Auto-Owners Insurance Co 11,466,000$389,958,66011.80%
Treasure Coast Financial Planning 496,568$16,888,28111.78%
RESTON WEALTH MANAGEMENT LLC 725,538$24,675,55111.29%
WALLER FINANCIAL PLANNING GROUP, INC 1,234,678$41,991,39711.04%
View complete list of SPDR INDEX SHS FDS shareholders