Rockbridge Investment Management, LCC - 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
Rockbridge Investment Management, LCC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2021$2,996,000
+0.6%
82,138
-0.1%
0.44%
-10.4%
Q3 2021$2,977,000
-4.2%
82,222
-2.6%
0.49%
-6.5%
Q2 2021$3,106,000
+2.6%
84,423
-1.4%
0.53%
-8.2%
Q1 2021$3,026,000
-0.9%
85,587
-5.4%
0.57%
-8.2%
Q4 2020$3,052,000
+12.3%
90,444
-2.6%
0.62%
-3.1%
Q3 2020$2,717,000
+3.0%
92,841
-2.8%
0.64%
-6.0%
Q2 2020$2,638,00095,5060.68%
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