Opes Wealth Management 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
Opes Wealth Management LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$5,884,272
+13.5%
189,754
+19.1%
1.63%
+10.9%
Q2 2023$5,183,850
+6.6%
159,307
+5.2%
1.47%
-6.2%
Q1 2023$4,864,156
+17.5%
151,437
+8.6%
1.57%
+4.3%
Q4 2022$4,139,024
-8.5%
139,408
-20.5%
1.50%
-16.9%
Q3 2022$4,523,000
-5.5%
175,318
+5.6%
1.81%
-5.6%
Q2 2022$4,786,000
-10.3%
165,960
+6.7%
1.92%
+10.4%
Q1 2022$5,333,000
-0.5%
155,558
+5.9%
1.74%
+4.3%
Q4 2021$5,358,000
+8.8%
146,868
+8.0%
1.66%
-4.5%
Q3 2021$4,926,000
+0.3%
136,040
+1.9%
1.74%
-4.1%
Q2 2021$4,910,000
+2.9%
133,452
-1.1%
1.82%
-2.4%
Q1 2021$4,773,000
+5.9%
134,984
+0.4%
1.86%
-14.3%
Q4 2020$4,507,000
+18.7%
134,469
+3.6%
2.17%
+19.8%
Q3 2020$3,796,000
+65.9%
129,736
+56.6%
1.81%
+55.5%
Q2 2020$2,288,000
-18.9%
82,840
-29.7%
1.17%
-45.1%
Q1 2020$2,821,000
-20.8%
117,832
+3.7%
2.12%
-2.7%
Q4 2019$3,563,000
-6.3%
113,657
-12.2%
2.18%
-13.0%
Q3 2019$3,801,000
+0.5%
129,456
+1.3%
2.51%
-2.9%
Q2 2019$3,781,000
-2.5%
127,793
-3.8%
2.58%
-8.8%
Q1 2019$3,878,000132,7752.83%
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