Advisor OS, 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
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 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