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 640 filers reported holding SPDR INDEX SHS FDS in Q4 2021. 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 2021
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