Sage Mountain Advisors 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
Sage Mountain Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,276,434
-5.1%
41,162
-0.4%
0.18%
-8.3%
Q2 2023$1,344,976
-1.9%
41,333
-3.2%
0.19%
-13.1%
Q1 2023$1,371,556
+2.9%
42,701
-4.9%
0.22%
-27.1%
Q4 2022$1,332,665
+14.6%
44,886
-0.4%
0.30%
-1.9%
Q3 2022$1,163,000
-11.2%
45,086
-0.6%
0.31%
+33.2%
Q2 2022$1,309,000
-16.0%
45,379
-0.2%
0.23%
-4.5%
Q1 2022$1,558,000
-6.0%
45,4560.0%0.24%
+22.1%
Q4 2021$1,658,000
+11.7%
45,456
+10.9%
0.20%
-7.0%
Q3 2021$1,484,000
-1.3%
40,978
+0.3%
0.21%
-13.7%
Q2 2021$1,503,000
+51.7%
40,856
+45.8%
0.25%
+17.5%
Q1 2021$991,000
+6.6%
28,026
+1.7%
0.21%
-30.6%
Q4 2020$930,00027,5700.30%
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