NICOLET ADVISORY SERVICES, LLC - 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
NICOLET ADVISORY SERVICES, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,398,093
-10.1%
112,632
-5.6%
0.38%
-9.4%
Q2 2023$3,780,599
-11.3%
119,299
-9.9%
0.42%
-15.5%
Q1 2023$4,262,854
-11.8%
132,346
-14.5%
0.49%
-23.2%
Q4 2022$4,834,246
+11.2%
154,745
-7.2%
0.64%
-9.9%
Q3 2022$4,346,000
-21.6%
166,822
-13.4%
0.71%
-13.9%
Q2 2022$5,541,000
-23.0%
192,535
-9.5%
0.82%
-12.4%
Q1 2022$7,200,000
-11.8%
212,653
-5.0%
0.94%
-6.4%
Q4 2021$8,165,000
-3.3%
223,816
-4.1%
1.00%
-6.3%
Q3 2021$8,447,000
-5.7%
233,287
-4.1%
1.07%
-8.2%
Q2 2021$8,953,000
-4.2%
243,364
-7.9%
1.17%
-10.9%
Q1 2021$9,345,000
-6.4%
264,295
-10.7%
1.31%
-6.4%
Q4 2020$9,986,000
+1.7%
295,886
-11.8%
1.40%
-8.3%
Q3 2020$9,818,000
-15.1%
335,550
-19.9%
1.53%
-14.1%
Q2 2020$11,566,000
-39.2%
418,755
-47.3%
1.78%
-47.0%
Q1 2020$19,030,000
-41.1%
794,919
-22.9%
3.35%
-34.0%
Q4 2019$32,328,000
-23.4%
1,031,188
-28.3%
5.08%
-20.7%
Q3 2019$42,212,000
+0.0%
1,437,730
+0.8%
6.40%
-0.7%
Q2 2019$42,209,000
+12.2%
1,426,446
+10.7%
6.44%
+0.9%
Q1 2019$37,635,0001,288,4366.39%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 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