HERITAGE WEALTH MANAGEMENT, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 551 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2022$87,170
+129.4%
2,936
+100.0%
0.01%0.0%
Q3 2022$38,000
-100.0%
1,468
-56.5%
0.01%
-62.5%
Q2 2022$97,306,000
+16117.7%
3,374
-80.7%
0.03%
-80.2%
Q1 2022$600,000
-30.7%
17,508
-26.8%
0.16%
-47.4%
Q3 2021$866,000
-36.7%
23,928
-35.7%
0.31%
-40.7%
Q2 2021$1,369,00037,2040.52%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Stadion Money Management, LLC 10,169,698$330,921,97321.49%
Wealth Advisors of Iowa, LLC 838,743$27,292,67719.74%
Fairfield University 669,710$21,792,37218.53%
TRUEFG, LLC 1,149,613$37,408,39716.08%
McNamara Financial Services, Inc. 1,966,867$63,647,82815.28%
Rinkey Investments 882,421$28,713,98113.13%
Landmark Wealth Management, LLC 453,406$14,75413.07%
RESTON WEALTH MANAGEMENT LLC 840,578$27,352,42013.02%
Peterson Wealth Advisors, LLC 1,391,275$45,397,29212.00%
Auto-Owners Insurance Co 11,175,000$363,634,50011.81%
View complete list of SPDR INDEX SHS FDS shareholders