Newman & Schimel, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 522 filers reported holding SPDR INDEX SHS FDS in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 883,784$21,158,00016.99%
TRUEFG, LLC 734,872$17,593,00015.90%
McNamara Financial Services, Inc. 1,201,846$28,772,00011.81%
IAG Wealth Partners, LLC 713,104$17,072,00011.39%
Stadion Money Management, LLC 8,035,680$192,374,00011.29%
WALLER FINANCIAL PLANNING GROUP, INC 900,446$21,557,00011.25%
LEGG MASON, INC. 4,446$107,00011.16%
Strategic Financial Planning, Inc. 340,253$8,146,00010.79%
Financial Strategies Group, Inc. 493,264$11,809,00010.70%
Advisory Alpha, LLC 1,519,497$37,455,589,00010.50%
View complete list of SPDR INDEX SHS FDS shareholders