Congress Wealth Management LLC / DE / - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 640 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$5,979,083
-10.5%
192,811
-6.1%
0.12%
-20.0%
Q2 2023$6,683,892
+0.1%
205,405
-1.2%
0.16%
-3.7%
Q1 2023$6,675,704
+8.7%
207,836
+0.5%
0.16%
+1.9%
Q4 2022$6,139,961
+13.4%
206,802
-1.5%
0.16%
+8.2%
Q3 2022$5,416,000
+0.6%
209,962
+12.4%
0.15%
+5.8%
Q2 2022$5,386,000
-17.8%
186,753
-2.3%
0.14%
-3.5%
Q1 2022$6,549,000
-36.0%
191,055
-31.9%
0.14%
-29.9%
Q4 2021$10,239,000280,6670.20%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
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