Strategic Financial Planning, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 640 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Strategic Financial Planning, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$10,427,284
-3.1%
336,256
+1.7%
9.60%
+0.8%
Q2 2023$10,763,499
+2.7%
330,777
+1.4%
9.53%
-0.5%
Q1 2023$10,480,729
+11.4%
326,299
+3.0%
9.58%
+5.1%
Q4 2022$9,405,333
+12.2%
316,785
-2.5%
9.11%
+4.4%
Q3 2022$8,380,000
-12.4%
324,798
-2.1%
8.72%
-5.3%
Q2 2022$9,571,000
-12.9%
331,874
+3.5%
9.21%
+0.8%
Q1 2022$10,994,000
-17.0%
320,718
-11.6%
9.14%
-3.9%
Q4 2021$13,242,000
-2.4%
362,988
-3.2%
9.51%
-4.2%
Q3 2021$13,573,000
-1.8%
374,852
-0.3%
9.94%
-0.4%
Q2 2021$13,826,000
+2.4%
375,793
-1.6%
9.98%
-0.9%
Q1 2021$13,500,000
+24.0%
381,791
+18.3%
10.07%
+5.5%
Q4 2020$10,889,000
+19.9%
322,630
+4.0%
9.54%
+1.0%
Q3 2020$9,079,000
+9.0%
310,290
+2.9%
9.44%
+1.8%
Q2 2020$8,331,000
+2.3%
301,620
-11.4%
9.28%
-14.0%
Q1 2020$8,146,000
+87.7%
340,253
+145.7%
10.79%
+155.6%
Q4 2019$4,341,000138,4744.22%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
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