Ballentine Partners, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 214 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,665,468
-9.9%
57,154
-5.6%
0.04%
-7.1%
Q2 2023$1,847,838
-8.3%
60,565
-6.9%
0.04%
-17.6%
Q1 2023$2,014,103
-7.0%
65,034
-11.7%
0.05%
-20.3%
Q4 2022$2,164,988
+12.8%
73,6140.0%0.06%
-3.0%
Q3 2022$1,919,000
-9.9%
73,6140.0%0.07%
-12.0%
Q2 2022$2,130,000
-17.7%
73,6140.0%0.08%
-7.4%
Q1 2022$2,588,000
-8.0%
73,614
-1.2%
0.08%
-3.6%
Q4 2021$2,814,000
-1.9%
74,5140.0%0.08%
-13.4%
Q3 2021$2,868,000
-0.5%
74,5140.0%0.10%
-2.0%
Q2 2021$2,881,000
-10.1%
74,514
-13.1%
0.10%
-16.8%
Q1 2021$3,206,000
-0.4%
85,779
-5.6%
0.12%
-7.0%
Q4 2020$3,219,000
+10.5%
90,915
-5.2%
0.13%
-0.8%
Q3 2020$2,913,000
+10.8%
95,947
-0.2%
0.13%
+2.4%
Q2 2020$2,630,000
+10.9%
96,158
-7.7%
0.13%
-8.7%
Q1 2020$2,371,000
-29.5%
104,142
-1.3%
0.14%
-9.2%
Q4 2019$3,362,000
+8.4%
105,5170.0%0.15%
+4.1%
Q3 2019$3,101,000
-1.9%
105,5170.0%0.15%
-3.9%
Q2 2019$3,160,000
-1.2%
105,5170.0%0.15%
-8.4%
Q1 2019$3,199,000
+8.6%
105,5170.0%0.17%
-2.4%
Q4 2018$2,946,000
-25.1%
105,517
-7.9%
0.17%
-17.1%
Q3 2018$3,935,000
+0.1%
114,5170.0%0.20%
-6.0%
Q2 2018$3,930,000
-3.0%
114,5170.0%0.22%
-4.4%
Q1 2018$4,053,000
-0.2%
114,5170.0%0.23%
+2.7%
Q4 2017$4,063,000
+1.3%
114,5170.0%0.22%
+0.5%
Q3 2017$4,010,000
-0.5%
114,517
-3.2%
0.22%
-24.8%
Q2 2017$4,032,000
+4.3%
118,342
-3.5%
0.29%
+6.9%
Q1 2017$3,867,000
+8.7%
122,6720.0%0.28%0.0%
Q4 2016$3,557,000
-7.6%
122,6720.0%0.28%
-11.9%
Q3 2016$3,848,000
+7.9%
122,6720.0%0.31%
+3.7%
Q2 2016$3,565,000
-1.3%
122,672
-3.0%
0.30%
-5.3%
Q1 2016$3,613,000
+2.6%
126,462
+1.4%
0.32%
-7.3%
Q4 2015$3,520,000
+2.6%
124,6820.0%0.34%
-4.7%
Q3 2015$3,431,000
-9.8%
124,6820.0%0.36%
-3.0%
Q2 2015$3,805,000
+4.2%
124,682
-1.1%
0.37%
+3.3%
Q1 2015$3,652,000
+2.3%
126,117
-3.5%
0.36%
-12.9%
Q4 2014$3,569,000
-16.5%
130,6970.0%0.41%
-18.7%
Q3 2014$4,272,000
-7.3%
130,6970.0%0.51%
-7.1%
Q2 2014$4,610,000
-12.9%
130,697
-16.3%
0.55%
-11.8%
Q1 2014$5,290,000
-12.2%
156,107
-13.0%
0.62%
-8.6%
Q4 2013$6,027,000
+2.7%
179,5270.0%0.68%
-6.0%
Q3 2013$5,869,000
+13.3%
179,5270.0%0.72%
+3.4%
Q2 2013$5,178,000179,5270.70%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
NameSharesValueWeighting ↓
CarsonAllaria Wealth Management, Ltd. 126,216$4,438,0003.97%
Corrigan Financial, Inc. 343,491$12,077,1403.82%
Baystate Wealth Management LLC 911,119$32,035,0002.83%
N.E.W. Advisory Services LLC 363,118$13,571,0002.57%
Eagle Bluffs Wealth Management LLC 68,246$2,400,0002.32%
Accredited Investors Inc. 713,285$25,079,0002.26%
Annapolis Financial Services, LLC 143,185$5,034,0001.64%
TOBIAS FINANCIAL ADVISORS, INC. 117,633$4,136,0001.43%
Provident Wealth Management, LLC 65,682$2,309,0001.40%
Upper Left Wealth Management, LLC 35,932$1,272,0001.32%
View complete list of SPDR INDEX SHS FDS shareholders