Newman & Schimel, LLC - 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
Newman & Schimel, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2022$532,910
+10.1%
17,949
-4.3%
0.24%
+0.8%
Q3 2022$484,000
-15.8%
18,748
-5.9%
0.24%
-13.7%
Q2 2022$575,000
-20.1%
19,934
-5.1%
0.28%
-40.9%
Q1 2022$720,000
-37.2%
21,011
-33.2%
0.47%
-28.0%
Q4 2021$1,147,000
-22.2%
31,448
-22.7%
0.65%
-29.3%
Q3 2021$1,474,000
-0.1%
40,693
+1.5%
0.92%
-0.6%
Q2 2021$1,475,000
+17.5%
40,093
+12.9%
0.93%
+10.5%
Q1 2021$1,255,000
+75.3%
35,500
+67.4%
0.84%
+41.0%
Q4 2020$716,00021,2090.60%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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