SkyOak Wealth, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 628 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
SkyOak Wealth, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,287,077
-4.2%
73,753
+0.5%
0.67%
-1.0%
Q2 2023$2,387,456
+7.7%
73,370
+6.3%
0.68%
-0.1%
Q1 2023$2,216,639
+7.8%
69,011
-0.3%
0.68%
-2.2%
Q4 2022$2,055,741
+44.2%
69,240
+25.3%
0.69%
+35.2%
Q3 2022$1,426,000
-34.1%
55,253
-26.4%
0.51%
-30.9%
Q2 2022$2,164,000
-24.8%
75,051
-10.5%
0.74%
-7.5%
Q1 2022$2,876,000
-7.0%
83,886
-1.0%
0.80%
+1.7%
Q4 2021$3,092,000
+6.0%
84,757
+5.2%
0.79%0.0%
Q3 2021$2,916,000
-0.6%
80,539
+1.0%
0.79%
+0.1%
Q2 2021$2,934,000
-0.3%
79,757
+0.1%
0.78%
-4.2%
Q1 2021$2,943,000
-13.0%
79,705
-20.4%
0.82%
-22.1%
Q4 2020$3,381,000
+11.8%
100,191
-3.0%
1.05%
-3.3%
Q3 2020$3,023,000
+6.5%
103,309
+0.5%
1.09%
+3.7%
Q2 2020$2,838,000
+8.4%
102,754
-6.1%
1.05%
-21.7%
Q1 2020$2,619,000
-29.8%
109,396
-8.1%
1.34%
+15.8%
Q4 2019$3,732,000119,0411.16%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 906,206$30,584,00017.37%
TRUEFG, LLC 797,298$26,909,00016.12%
McNamara Financial Services, Inc. 1,307,732$38,264,00012.96%
WALLER FINANCIAL PLANNING GROUP, INC 1,083,509$36,568,00011.40%
Stadion Money Management, LLC 9,133,512$308,256,00011.23%
Financial Strategies Group, Inc. 566,798$19,129,00010.66%
Brown Financial Advisory 354,055$11,949,00010.59%
IAG Wealth Partners, LLC 729,708$24,628,00010.06%
Baystate Wealth Management LLC 2,578,949$87,040,0009.92%
Advisory Alpha, LLC 1,408,270$47,529,0009.71%
View complete list of SPDR INDEX SHS FDS shareholders