Collaborative Wealth Managment Inc. - 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
Collaborative Wealth Managment Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,892,394
+4.1%
125,521
+9.2%
2.32%
+4.4%
Q2 2023$3,740,135
+2.1%
114,940
+0.8%
2.22%
-3.6%
Q1 2023$3,661,486
+48.8%
113,994
+37.5%
2.31%
+42.6%
Q4 2022$2,461,299
+10.9%
82,900
-3.6%
1.62%
+3.0%
Q3 2022$2,219,000
+12.2%
86,016
+25.5%
1.57%
+21.0%
Q2 2022$1,977,000
-2.1%
68,550
+23.8%
1.30%
+17.4%
Q4 2021$2,019,000
-2.8%
55,356
-8.6%
1.11%
-7.6%
Q1 2021$2,077,00060,5961.20%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
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