First Ascent Asset Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 731 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is 337.20 and the average weighting 1.1%.

Quarter-by-quarter ownership
First Ascent Asset Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$49,193,278
+8.3%
1,586,368
+13.6%
6.35%
+4.9%
Q2 2023$45,442,795
+5.1%
1,396,521
+3.7%
6.05%
-5.5%
Q1 2023$43,241,306
+1.1%
1,346,242
-6.5%
6.40%
-2.0%
Q4 2022$42,761,215
+17.9%
1,440,257
+2.5%
6.54%
-6.6%
Q3 2022$36,255,000
-6.7%
1,405,217
+4.3%
7.00%
-4.6%
Q2 2022$38,846,000
-13.1%
1,346,963
+3.3%
7.34%
-8.8%
Q1 2022$44,713,000
+8.4%
1,304,353
+15.3%
8.05%
+2.3%
Q4 2021$41,253,000
+18.9%
1,130,839
+18.0%
7.87%
+2.1%
Q3 2021$34,697,000
+16.5%
958,209
+18.3%
7.70%
-2.4%
Q2 2021$29,788,000
+51.9%
809,687
+46.0%
7.90%
+11.0%
Q1 2021$19,611,000
+26.0%
554,614
+20.3%
7.11%
+8.5%
Q4 2020$15,565,000
+57.0%
461,185
+36.1%
6.55%
+21.9%
Q3 2020$9,913,000
+27.4%
338,801
+20.3%
5.38%
-3.0%
Q2 2020$7,778,000
-18.2%
281,620
-29.1%
5.54%
-15.1%
Q1 2020$9,511,000
-16.5%
397,274
+9.3%
6.53%
-6.7%
Q4 2019$11,395,000363,4827.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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