ECLECTIC ASSOCIATES INC /ADV - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 731 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is 337.20 and the average weighting 1.1%.

Quarter-by-quarter ownership
ECLECTIC ASSOCIATES INC /ADV ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,313,752
-4.3%
106,861
+0.4%
1.68%
-1.0%
Q2 2023$3,463,256
-2.9%
106,431
-4.2%
1.70%
-6.9%
Q1 2023$3,567,852
+5.2%
111,079
-2.8%
1.83%
+10.8%
Q4 2022$3,392,850
+14.4%
114,276
-0.6%
1.65%
-15.1%
Q3 2022$2,965,000
-13.4%
114,940
-3.2%
1.94%
-15.5%
Q2 2022$3,425,000
-21.0%
118,746
-6.1%
2.30%
-16.8%
Q1 2022$4,337,000
-17.9%
126,519
-12.6%
2.76%
-18.2%
Q4 2021$5,281,000
+14.0%
144,774
+13.2%
3.38%
-0.1%
Q3 2021$4,633,000
-1.7%
127,939
-0.1%
3.38%
-4.5%
Q2 2021$4,714,000
+0.6%
128,126
-3.3%
3.54%
-8.8%
Q1 2021$4,686,000
-1.5%
132,529
-6.0%
3.88%
-13.9%
Q4 2020$4,756,000140,9294.51%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Stadion Money Management, LLC 7,557,030$273,640,00018.05%
TRUEFG, LLC 928,878$34,703,00015.73%
SageGuard Financial Group, LLC 24,529$888,00013.93%
McNamara Financial Services, Inc. 1,397,420$50,601,00013.87%
Tennessee Valley Asset Management Partners 988,191$35,782,00013.59%
RESTON WEALTH MANAGEMENT LLC 715,286$25,901,00013.48%
Peterson Wealth Advisors, LLC 974,425$35,284,00011.66%
WALLER FINANCIAL PLANNING GROUP, INC 1,185,775$42,937,00011.41%
Financial Strategies Group, Inc. 676,116$24,482,00010.94%
IAG Wealth Partners, LLC 821,680$29,753,00010.58%
View complete list of SPDR INDEX SHS FDS shareholders