Laurel Wealth Planning LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 673 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.1%.

Quarter-by-quarter ownership
Laurel Wealth Planning LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,489
-6.5%
80,264
-1.9%
1.94%
+1.9%
Q2 2023$2,662
-5.0%
81,805
-6.2%
1.90%
+2.5%
Q1 2023$2,801
-99.9%
87,210
-14.3%
1.86%
-4.8%
Q4 2022$3,021,862
+11.6%
101,780
-3.0%
1.95%
-2.3%
Q3 2022$2,708,000
-16.0%
104,957
-6.1%
1.99%
-12.1%
Q2 2022$3,222,000
-21.7%
111,721
-7.0%
2.27%
-18.4%
Q1 2022$4,117,000
-7.6%
120,086
-1.7%
2.78%
-17.7%
Q4 2021$4,458,000
+0.4%
122,205
-0.4%
3.38%
-5.8%
Q3 2021$4,442,000
-1.9%
122,678
-0.3%
3.59%
-9.1%
Q2 2021$4,527,000
+0.2%
123,052
-3.7%
3.95%
-4.5%
Q1 2021$4,517,000
+4.8%
127,7470.0%4.13%
-1.8%
Q4 2020$4,311,000127,7474.20%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2022
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