WFA of San Diego, 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
WFA of San Diego, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,452,911
-7.3%
46,853
-2.8%
1.50%
-2.4%
Q2 2023$1,567,731
-9.6%
48,179
-17.5%
1.54%
+16.1%
Q4 2022$1,734,229
+15.0%
58,411
-0.0%
1.33%
-2.4%
Q3 2022$1,508,000
+2.5%
58,435
+14.6%
1.36%
+7.9%
Q2 2022$1,471,000
-22.9%
50,998
-8.4%
1.26%
-13.3%
Q1 2022$1,909,000
-5.3%
55,678
+0.7%
1.45%
+24.0%
Q4 2021$2,016,000
+9.9%
55,273
+9.1%
1.17%
-8.7%
Q3 2021$1,835,000
+5.1%
50,685
+6.8%
1.28%
-5.2%
Q2 2021$1,746,000
+56.0%
47,452
+49.9%
1.36%
+45.9%
Q1 2021$1,119,000
+3290.9%
31,647
-22.2%
0.93%
+10222.2%
Q4 2020$33,000
-97.4%
40,658
-6.9%
0.01%
-99.3%
Q3 2020$1,277,000
+13.4%
43,648
+7.1%
1.21%
+358.0%
Q2 2020$1,126,00040,7520.26%
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