Rodgers & Associates, LTD - 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
Rodgers & Associates, LTD ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$9,317,413
-3.0%
300,465
+1.8%
1.41%
+1.5%
Q2 2023$9,606,647
+15.3%
295,226
+13.9%
1.39%
+7.3%
Q1 2023$8,328,658
+8.0%
259,298
-0.1%
1.29%
+2.2%
Q4 2022$7,709,133
+7.8%
259,654
-6.3%
1.26%
-0.3%
Q3 2022$7,149,000
-12.5%
277,091
-2.2%
1.27%
-9.4%
Q2 2022$8,172,000
-11.4%
283,374
+5.3%
1.40%
-0.7%
Q1 2022$9,221,000
+5.1%
268,985
+11.8%
1.41%
+6.7%
Q4 2021$8,775,000
+4.1%
240,534
+3.3%
1.32%
-3.6%
Q3 2021$8,433,000
-0.8%
232,893
+0.8%
1.37%
+0.3%
Q2 2021$8,503,000
+6.0%
231,132
+1.9%
1.37%
+0.2%
Q1 2021$8,020,000
+7.6%
226,819
+2.7%
1.36%
+0.1%
Q4 2020$7,454,000220,8671.36%
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