KWB Wealth - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 538 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
KWB Wealth ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$55,175,720
-1.0%
1,695,628
-1.0%
8.85%
+0.5%
Q2 2023$55,730,634
+81.7%
1,712,681
+65.8%
8.81%
+55.8%
Q1 2023$30,668,867
+1.2%
1,032,970
+1.2%
5.66%
-1.8%
Q4 2022$30,296,084
-7.6%
1,020,414
-19.7%
5.76%
-12.0%
Q3 2022$32,780,000
-15.0%
1,270,531
-5.0%
6.54%
-11.9%
Q2 2022$38,584,000
-23.9%
1,337,875
-3.7%
7.43%
-12.0%
Q1 2022$50,670,000
-0.3%
1,388,972
-0.3%
8.44%
-0.0%
Q4 2021$50,833,000
+3.0%
1,393,446
+2.2%
8.45%
-3.7%
Q3 2021$49,372,000
+53.4%
1,363,490
+49.8%
8.77%
+42.0%
Q2 2021$32,192,000
-0.3%
910,408
-0.3%
6.18%
+0.1%
Q1 2021$32,284,000
+15.8%
913,012
+10.5%
6.17%
+6.3%
Q4 2020$27,888,000826,3175.80%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
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