Heartwood Wealth Advisors 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
Heartwood Wealth Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,591,465
-5.6%
148,064
-1.0%
0.68%
-1.9%
Q2 2023$4,864,730
+1.3%
149,5000.0%0.69%
-3.6%
Q1 2023$4,801,940
-3.0%
149,500
-10.3%
0.72%
-7.6%
Q4 2022$4,951,015
+29.3%
166,757
+12.4%
0.78%
+16.9%
Q3 2022$3,829,000
-15.5%
148,403
-5.5%
0.66%
-11.1%
Q2 2022$4,531,000
-16.1%
157,116
-0.3%
0.75%
-7.2%
Q1 2022$5,402,000
-7.2%
157,593
-1.3%
0.80%
-8.0%
Q4 2021$5,820,000
-16.1%
159,599
-16.7%
0.87%
-19.1%
Q3 2021$6,935,000
+6.8%
191,508
+8.5%
1.08%
+8.1%
Q2 2021$6,496,000
+0.6%
176,566
-3.3%
1.00%
-3.7%
Q1 2021$6,458,000
+1.7%
182,646
-2.9%
1.04%
+1.2%
Q4 2020$6,351,000
+15.3%
188,1870.0%1.02%
-2.7%
Q3 2020$5,506,000
-4.9%
188,187
-10.2%
1.05%
-8.2%
Q2 2020$5,791,000
+59.9%
209,675
+38.6%
1.15%
+32.0%
Q1 2020$3,621,000
+416.5%
151,248
+576.2%
0.87%
+548.5%
Q4 2019$701,00022,3660.13%
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