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 690 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is 0.53 and the average weighting 1.2%.

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 Q1 2023
NameSharesValueWeighting ↓
Fairfield University 637,493$21,853,252,00017.97%
Rinkey Investments 546,920$17,413,00017.21%
TRUEFG, LLC 1,004,400$34,431,00015.63%
Landmark Wealth Management, LLC 866,288$447,992,00015.01%
McNamara Financial Services, Inc. 1,447,681$49,627,00013.47%
Tennessee Valley Asset Management Partners 1,147,061$39,321,00013.31%
RESTON WEALTH MANAGEMENT LLC 733,094$25,130,00012.89%
IAG Wealth Partners, LLC 1,132,384$38,818,00012.21%
Peterson Wealth Advisors, LLC 1,160,192$39,771,00011.77%
Stadion Money Management, LLC 6,028,539$206,658,00011.75%
View complete list of SPDR INDEX SHS FDS shareholders