Financial Strategies Group, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 17 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Financial Strategies Group, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$275,761
-19.1%
8,907
-15.0%
0.09%
-20.2%
Q2 2023$340,791
-22.9%
10,473
-23.9%
0.11%
-35.9%
Q1 2023$441,915
-98.2%
13,758
-98.3%
0.17%
-98.3%
Q4 2022$24,439,020
+8.0%
823,140
-6.2%
10.15%
-1.1%
Q3 2022$22,639,000
-8.9%
877,474
+1.8%
10.26%
-1.5%
Q2 2022$24,862,000
-8.0%
862,076
+9.3%
10.42%
-3.3%
Q1 2022$27,030,000
+3.0%
788,501
+9.6%
10.78%
+0.7%
Q4 2021$26,235,000
+7.2%
719,173
+6.4%
10.70%
-2.2%
Q3 2021$24,482,000
+5.1%
676,116
+6.8%
10.94%
+1.6%
Q2 2021$23,289,000
+13.0%
633,035
+8.6%
10.77%
+0.9%
Q1 2021$20,618,000
+7.8%
583,102
+2.9%
10.68%
+0.1%
Q4 2020$19,129,000
+25.5%
566,798
+8.8%
10.66%
+3.9%
Q3 2020$15,243,000
+2.3%
520,934
-3.4%
10.27%
-7.4%
Q2 2020$14,896,000
+26.1%
539,332
+9.3%
11.09%
+3.7%
Q1 2020$11,809,000
-13.1%
493,264
+13.8%
10.70%
-2.3%
Q4 2019$13,589,000433,45210.95%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Fairfield University 637,493$21,853,252,00017.97%
Rinkey Investments 546,920$17,413,00017.21%
TRUEFG, LLC 1,004,400$34,431,00015.63%
Landmark Wealth Management, LLC 866,288$447,992,00015.01%
McNamara Financial Services, Inc. 1,447,681$49,627,00013.47%
Tennessee Valley Asset Management Partners 1,147,061$39,321,00013.31%
RESTON WEALTH MANAGEMENT LLC 733,094$25,130,00012.89%
IAG Wealth Partners, LLC 1,132,384$38,818,00012.21%
Peterson Wealth Advisors, LLC 1,160,192$39,771,00011.77%
Stadion Money Management, LLC 6,028,539$206,658,00011.75%
View complete list of SPDR INDEX SHS FDS shareholders