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 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
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 Q4 2023
NameSharesValueWeighting ↓
Fairfield University 637,493$21,853,252,00017.97%
Rinkey Investments 546,920$17,413,00017.21%
TRUEFG, LLC 1,004,400$34,431,00015.63%
Landmark Wealth Management, LLC 866,288$447,992,00015.01%
McNamara Financial Services, Inc. 1,447,681$49,627,00013.47%
Tennessee Valley Asset Management Partners 1,147,061$39,321,00013.31%
RESTON WEALTH MANAGEMENT LLC 733,094$25,130,00012.89%
IAG Wealth Partners, LLC 1,132,384$38,818,00012.21%
Peterson Wealth Advisors, LLC 1,160,192$39,771,00011.77%
Stadion Money Management, LLC 6,028,539$206,658,00011.75%
View complete list of SPDR INDEX SHS FDS shareholders