Fermata Advisors, LLC - 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
Fermata Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$208,696
-1.9%
6,413
-10.4%
0.19%
+200.0%
Q4 2022$212,703
-0.6%
7,161
-3.3%
0.06%
-16.0%
Q2 2022$214,000
-24.9%
7,409
-10.8%
0.08%
-29.9%
Q1 2022$285,000
-15.2%
8,304
-9.9%
0.11%
-13.0%
Q4 2021$336,000
-7.2%
9,220
-7.8%
0.12%
-23.1%
Q3 2021$362,000
+0.8%
9,999
+2.4%
0.16%
-23.4%
Q2 2021$359,0009,7640.21%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 906,206$30,584,00017.37%
TRUEFG, LLC 797,298$26,909,00016.12%
McNamara Financial Services, Inc. 1,307,732$38,264,00012.96%
WALLER FINANCIAL PLANNING GROUP, INC 1,083,509$36,568,00011.40%
Stadion Money Management, LLC 9,133,512$308,256,00011.23%
Financial Strategies Group, Inc. 566,798$19,129,00010.66%
Brown Financial Advisory 354,055$11,949,00010.59%
IAG Wealth Partners, LLC 729,708$24,628,00010.06%
Baystate Wealth Management LLC 2,578,949$87,040,0009.92%
Advisory Alpha, LLC 1,408,270$47,529,0009.71%
View complete list of SPDR INDEX SHS FDS shareholders