Wade Financial Advisory, Inc - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 477 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Wade Financial Advisory, Inc ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,878,350
-4.7%
60,5720.0%0.80%
+2.9%
Q2 2023$1,971,026
+1.3%
60,572
-0.0%
0.78%
-4.5%
Q1 2023$1,946,469
+7.6%
60,600
-0.5%
0.82%
-0.1%
Q4 2022$1,809,009
+11.9%
60,930
-2.7%
0.82%
+1.2%
Q3 2022$1,616,000
-11.4%
62,625
-0.9%
0.81%
-6.4%
Q2 2022$1,823,000
-16.6%
63,215
-0.9%
0.86%
-7.9%
Q1 2022$2,187,000
+19.9%
63,790
+27.6%
0.94%
-1.1%
Q4 2021$1,824,000
+0.7%
50,010
+0.0%
0.95%
-7.2%
Q3 2021$1,811,000
-2.0%
50,005
-0.5%
1.02%
+0.9%
Q2 2021$1,848,000
+3.9%
50,236
-0.1%
1.01%
-9.9%
Q1 2021$1,779,000
+5.7%
50,303
+0.9%
1.12%
-0.4%
Q4 2020$1,683,000
+13.9%
49,873
-1.3%
1.13%
-3.0%
Q3 2020$1,478,000
+5.2%
50,513
-0.7%
1.16%
-4.1%
Q2 2020$1,405,000
-3.6%
50,867
-16.4%
1.21%
-16.5%
Q1 2020$1,457,000
+107.3%
60,860
+171.6%
1.45%
+134.1%
Q4 2019$703,00022,4090.62%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Stadion Money Management, LLC 7,557,030$273,640,00018.05%
TRUEFG, LLC 928,878$34,703,00015.73%
SageGuard Financial Group, LLC 24,529$888,00013.93%
McNamara Financial Services, Inc. 1,397,420$50,601,00013.87%
Tennessee Valley Asset Management Partners 988,191$35,782,00013.59%
RESTON WEALTH MANAGEMENT LLC 715,286$25,901,00013.48%
Peterson Wealth Advisors, LLC 974,425$35,284,00011.66%
WALLER FINANCIAL PLANNING GROUP, INC 1,185,775$42,937,00011.41%
Financial Strategies Group, Inc. 676,116$24,482,00010.94%
IAG Wealth Partners, LLC 821,680$29,753,00010.58%
View complete list of SPDR INDEX SHS FDS shareholders