SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 17 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $901,479 | -33.1% | 29,071 | -29.8% | 0.79% | -27.7% |
| Q2 2023 | $1,347,001 | +2.1% | 41,395 | +0.8% | 1.10% | -1.3% |
| Q1 2023 | $1,319,034 | +8.0% | 41,066 | -0.1% | 1.11% | +5.1% |
| Q4 2022 | $1,220,860 | +17.7% | 41,120 | +2.3% | 1.06% | +4.9% |
| Q3 2022 | $1,037,000 | +65.9% | 40,190 | +85.3% | 1.01% | +90.9% |
| Q2 2022 | $625,000 | +50.2% | 21,685 | +78.7% | 0.53% | +35.6% |
| Q1 2022 | $416,000 | -57.9% | 12,133 | -55.2% | 0.39% | -53.2% |
| Q4 2021 | $989,000 | +1.9% | 27,101 | +1.1% | 0.83% | +4.1% |
| Q3 2021 | $971,000 | +18.8% | 26,818 | +20.7% | 0.80% | +9.4% |
| Q2 2021 | $817,000 | +6.8% | 22,210 | +2.7% | 0.73% | -7.4% |
| Q1 2021 | $765,000 | – | 21,627 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fairfield University | 637,493 | $21,853,252,000 | 17.97% |
| Rinkey Investments | 546,920 | $17,413,000 | 17.21% |
| TRUEFG, LLC | 1,004,400 | $34,431,000 | 15.63% |
| Landmark Wealth Management, LLC | 866,288 | $447,992,000 | 15.01% |
| McNamara Financial Services, Inc. | 1,447,681 | $49,627,000 | 13.47% |
| Tennessee Valley Asset Management Partners | 1,147,061 | $39,321,000 | 13.31% |
| RESTON WEALTH MANAGEMENT LLC | 733,094 | $25,130,000 | 12.89% |
| IAG Wealth Partners, LLC | 1,132,384 | $38,818,000 | 12.21% |
| Peterson Wealth Advisors, LLC | 1,160,192 | $39,771,000 | 11.77% |
| Stadion Money Management, LLC | 6,028,539 | $206,658,000 | 11.75% |