N.E.W. Advisory Services LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 538 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
N.E.W. Advisory Services LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$28,857,498
+0.6%
930,591
+5.5%
4.10%
+2.7%
Q2 2023$28,690,591
+0.2%
881,700
-1.1%
4.00%
-4.1%
Q1 2023$28,645,169
+6.4%
891,818
-1.6%
4.17%
-1.1%
Q4 2022$26,917,719
+31.7%
906,625
+14.4%
4.21%
+13.7%
Q3 2022$20,444,000
-0.8%
792,406
+10.9%
3.70%
+2.8%
Q2 2022$20,608,000
+20.2%
714,556
+47.3%
3.60%
+11.0%
Q1 2022$17,139,000
-27.0%
484,955
-24.6%
3.25%
-8.4%
Q4 2021$23,477,000
+7.0%
643,566
+6.2%
3.54%
-0.8%
Q3 2021$21,945,000
+4.6%
606,055
+6.3%
3.58%
+1.8%
Q2 2021$20,981,000
+18.2%
570,050
+15.2%
3.51%
+5.6%
Q1 2021$17,746,000
+23.2%
494,976
+15.9%
3.33%
+9.8%
Q4 2020$14,405,000
+27.7%
426,911
+10.5%
3.03%
-4.9%
Q3 2020$11,280,000
+9.8%
386,402
+3.8%
3.19%
-0.4%
Q2 2020$10,277,000
+9.6%
372,083
+24.3%
3.20%
+5.2%
Q4 2019$9,375,000299,4273.04%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
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