Advisor OS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 673 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
Advisor OS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,435,476
-4.6%
78,538
+0.1%
0.36%
-12.7%
Q2 2023$2,553,526
-4.9%
78,473
-6.2%
0.42%
-35.2%
Q1 2023$2,686,063
+909.1%
83,626
+832.7%
0.64%
+808.5%
Q4 2022$266,196
+18.8%
8,966
+3.4%
0.07%
+4.4%
Q3 2022$224,000
-92.7%
8,670
-90.3%
0.07%
-92.3%
Q1 2022$3,068,000
-7.0%
89,515
-1.0%
0.89%
+31.9%
Q4 2021$3,299,000
+4.1%
90,427
+3.4%
0.67%
-2.3%
Q3 2021$3,168,000
-0.3%
87,477
+1.3%
0.69%
+4.6%
Q2 2021$3,176,000
+4.1%
86,323
+0.0%
0.66%
-4.8%
Q1 2021$3,052,000
-31.8%
86,310
-31.8%
0.69%
-42.3%
Q4 2020$4,473,000
+16.9%
126,541
+1.2%
1.20%
-25.3%
Q3 2020$3,827,000
+69.0%
125,089
+52.5%
1.61%
+18.9%
Q2 2020$2,265,00082,0061.35%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2022
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 906,206$30,584,00017.37%
TRUEFG, LLC 797,298$26,909,00016.12%
McNamara Financial Services, Inc. 1,307,732$38,264,00012.96%
WALLER FINANCIAL PLANNING GROUP, INC 1,083,509$36,568,00011.40%
Stadion Money Management, LLC 9,133,512$308,256,00011.23%
Financial Strategies Group, Inc. 566,798$19,129,00010.66%
Brown Financial Advisory 354,055$11,949,00010.59%
IAG Wealth Partners, LLC 729,708$24,628,00010.06%
Baystate Wealth Management LLC 2,578,949$87,040,0009.92%
Advisory Alpha, LLC 1,408,270$47,529,0009.71%
View complete list of SPDR INDEX SHS FDS shareholders