Financial Planning & Information Services, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 731 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is 337.20 and the average weighting 1.1%.

Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,598,762
+1.0%
83,804
+5.9%
0.48%
+1.9%
Q2 2023$2,574,077
-2.9%
79,105
-4.2%
0.48%
-7.6%
Q1 2023$2,651,634
+2.1%
82,554
-5.6%
0.51%
-6.5%
Q4 2022$2,596,153
+4.1%
87,442
-9.6%
0.55%
-8.9%
Q3 2022$2,495,000
-26.5%
96,720
-17.9%
0.60%
-27.1%
Q2 2022$3,396,000
-17.9%
117,737
-2.4%
0.83%
-10.4%
Q1 2022$4,135,000
-6.2%
120,624
-0.2%
0.92%
-14.8%
Q4 2021$4,410,000
+2.3%
120,901
+1.6%
1.08%
-7.4%
Q3 2021$4,309,000
+2.1%
119,003
+3.7%
1.17%
-5.3%
Q2 2021$4,222,000
+6.8%
114,765
+2.6%
1.24%
+2.1%
Q1 2021$3,955,000
+14.3%
111,836
+9.1%
1.21%
+4.1%
Q4 2020$3,459,000
+45.6%
102,480
+26.2%
1.16%
+26.0%
Q3 2020$2,376,000
+6.5%
81,213
+0.5%
0.92%
-1.3%
Q2 2020$2,231,000
+83.2%
80,787
+58.8%
0.94%
+47.9%
Q1 2020$1,218,000
-18.6%
50,864
+6.6%
0.63%
+6.4%
Q4 2019$1,496,000
+11.0%
47,709
+3.9%
0.60%
+4.2%
Q3 2019$1,348,000
+34.8%
45,906
+35.8%
0.57%
+31.9%
Q2 2019$1,000,000
+16.1%
33,800
+14.7%
0.43%
+13.1%
Q1 2019$861,000
+119.1%
29,478
+98.5%
0.38%
+97.4%
Q4 2018$393,000
+81.1%
14,854
+110.8%
0.19%
+131.0%
Q3 2018$217,0007,0470.08%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Stadion Money Management, LLC 7,557,030$273,640,00018.05%
TRUEFG, LLC 928,878$34,703,00015.73%
SageGuard Financial Group, LLC 24,529$888,00013.93%
McNamara Financial Services, Inc. 1,397,420$50,601,00013.87%
Tennessee Valley Asset Management Partners 988,191$35,782,00013.59%
RESTON WEALTH MANAGEMENT LLC 715,286$25,901,00013.48%
Peterson Wealth Advisors, LLC 974,425$35,284,00011.66%
WALLER FINANCIAL PLANNING GROUP, INC 1,185,775$42,937,00011.41%
Financial Strategies Group, Inc. 676,116$24,482,00010.94%
IAG Wealth Partners, LLC 821,680$29,753,00010.58%
View complete list of SPDR INDEX SHS FDS shareholders