Occidental Asset 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
Occidental Asset Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,197,658
-4.8%
103,117
-0.1%
0.74%
-2.8%
Q2 2023$3,359,267
-48.0%
103,235
-48.7%
0.76%
-52.8%
Q1 2023$6,459,319
+120.3%
201,100
+103.6%
1.61%
+101.6%
Q4 2022$2,931,816
+22.2%
98,748
+6.1%
0.80%
+11.0%
Q3 2022$2,400,000
-33.3%
93,027
-25.4%
0.72%
-32.5%
Q2 2022$3,597,000
+40.0%
124,738
+66.4%
1.07%
+62.3%
Q1 2022$2,570,000
-4.6%
74,972
+1.5%
0.66%
+2.7%
Q4 2021$2,693,000
-38.6%
73,834
-39.1%
0.64%
-43.8%
Q3 2021$4,389,000
+27.1%
121,216
+29.1%
1.14%
+24.0%
Q2 2021$3,454,000
-8.6%
93,890
-12.1%
0.92%
-18.3%
Q1 2021$3,778,000
+42.5%
106,857
+36.0%
1.12%
+27.8%
Q4 2020$2,651,000
+55.8%
78,549
+35.0%
0.88%
+24.0%
Q3 2020$1,702,000
+0.1%
58,170
-5.5%
0.71%
-5.7%
Q2 2020$1,700,000
+31.3%
61,555
+13.8%
0.75%
+15.3%
Q1 2020$1,295,000
-21.4%
54,086
+2.9%
0.65%
-3.0%
Q4 2019$1,648,000
+14.0%
52,559
+6.7%
0.67%
+10.9%
Q3 2019$1,446,000
+6.1%
49,258
+6.9%
0.61%
-1.3%
Q2 2019$1,363,000
+23.0%
46,074
+21.4%
0.61%
+15.2%
Q1 2019$1,108,000
+25.9%
37,946
+14.1%
0.53%
+7.2%
Q4 2018$880,000
-3.7%
33,255
+12.0%
0.50%
+9.0%
Q3 2018$914,00029,6950.46%
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