Simplicity Wealth,LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 842 filers reported holding SPDR INDEX SHS FDS in Q2 2024. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.

Quarter-by-quarter ownership
Simplicity Wealth,LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$9,106,261
+6.0%
259,585
+8.3%
0.21%
+0.5%
Q1 2024$8,587,231
+1131.5%
239,599
+1068.6%
0.20%
-24.1%
Q4 2023$697,297
+129.2%
20,503
+109.0%
0.27%
+51.7%
Q3 2023$304,258
-40.1%
9,812
-37.1%
0.18%
-43.7%
Q2 2023$507,591
+133.9%
15,599
+130.9%
0.32%
+119.4%
Q1 2023$216,970
-90.4%
6,755
-92.3%
0.14%
-95.2%
Q3 2022$2,249,000
-6.3%
87,183
+4.8%
3.02%
-13.8%
Q2 2022$2,400,000
-44.5%
83,207
-34.1%
3.50%
-16.8%
Q1 2022$4,327,000
-30.6%
126,233
-26.1%
4.21%
+25.1%
Q4 2021$6,236,000170,9313.36%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Fairfield University 676,577$23,010,38422.50%
Stadion Money Management, LLC 7,701,655$261,933,28717.35%
TRUEFG, LLC 1,200,322$40,822,94716.16%
McNamara Financial Services, Inc. 2,015,190$68,536,61115.33%
Rinkey Investments 965,328$32,830,81212.93%
Peterson Wealth Advisors, LLC 1,495,375$50,857,70012.08%
Auto-Owners Insurance Co 11,466,000$389,958,66011.80%
Treasure Coast Financial Planning 496,568$16,888,28111.78%
RESTON WEALTH MANAGEMENT LLC 725,538$24,675,55111.29%
WALLER FINANCIAL PLANNING GROUP, INC 1,234,678$41,991,39711.04%
View complete list of SPDR INDEX SHS FDS shareholders