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 17 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

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 Q4 2023
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