Kathleen S. Wright Associates Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 625 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$833,641
+7.4%
26,883
+12.7%
0.47%
-5.9%
Q2 2023$775,883
-1.3%
23,844
-2.6%
0.50%
-4.1%
Q1 2023$786,395
+1.2%
24,483
-6.5%
0.52%
-2.1%
Q4 2022$777,000
+18.3%
26,182
+2.8%
0.53%
-1.1%
Q3 2022$657,000
+14.9%
25,471
+28.4%
0.53%
+10.8%
Q2 2022$572,000
+16.0%
19,838
+38.0%
0.48%
+33.6%
Q1 2022$493,000
+10.0%
14,377
+17.2%
0.36%
+9.1%
Q4 2021$448,00012,2700.33%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
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