FirstPurpose Wealth LLC - 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
FirstPurpose Wealth LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,057,113
+5.4%
34,089
+10.6%
0.46%
+6.5%
Q2 2023$1,003,189
+21.2%
30,829
+19.7%
0.43%
+5.1%
Q1 2023$827,578
+31.3%
25,765
+21.4%
0.41%
+15.9%
Q4 2022$630,354
+42.3%
21,231
+23.6%
0.35%
+20.5%
Q3 2022$443,000
+77.9%
17,182
+99.0%
0.29%
+74.9%
Q2 2022$249,000
-9.5%
8,636
+14.7%
0.17%
-3.5%
Q4 2021$275,0007,5260.17%
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