Upper Left Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 628 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Upper Left Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$614,588
-11.5%
19,819
-7.1%
0.64%
-17.2%
Q2 2023$694,274
+1.3%
21,3360.0%0.77%
-0.8%
Q1 2023$685,313
-2.0%
21,336
-9.4%
0.78%
-5.9%
Q4 2022$699,556
-2.0%
23,562
-12.8%
0.83%
-10.9%
Q3 2022$714,000
-35.0%
27,015
-29.1%
0.93%
-27.0%
Q2 2022$1,099,000
+7.5%
38,115
+28.8%
1.27%
+20.1%
Q1 2022$1,022,000
+2.4%
29,585
+8.8%
1.06%
+6.3%
Q4 2021$998,00027,1851.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 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