Keel Point, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 201 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Keel Point, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$816,599
-4.6%
28,023
-0.1%
0.11%
-1.8%
Q2 2023$856,243
-17.5%
28,064
-16.2%
0.11%
-24.0%
Q1 2023$1,037,562
-0.8%
33,502
-5.8%
0.15%
-8.5%
Q4 2022$1,046,029
+53.8%
35,567
+36.4%
0.16%
+40.2%
Q3 2022$680,000
-14.8%
26,071
+2.5%
0.12%
-5.6%
Q2 2022$798,000
-40.6%
25,438
-33.4%
0.12%
-38.3%
Q1 2022$1,343,000
-29.9%
38,196
-24.7%
0.20%
-6.5%
Q4 2021$1,915,000
+257.9%
50,706
+264.7%
0.22%
+211.6%
Q3 2021$535,000
-54.4%
13,902
-54.2%
0.07%
-47.3%
Q2 2021$1,174,000
-51.7%
30,365
-53.3%
0.13%
-44.7%
Q1 2021$2,432,000
-24.0%
65,072
-28.0%
0.24%
-16.8%
Q4 2020$3,202,000
+13.6%
90,420
-2.6%
0.28%
+11.3%
Q3 2020$2,818,000
+4.7%
92,827
-5.7%
0.26%
-8.2%
Q2 2020$2,692,000
+10.3%
98,439
-8.2%
0.28%
-11.7%
Q1 2020$2,441,000
-33.0%
107,210
-6.3%
0.32%
-20.2%
Q4 2019$3,645,000
+6.2%
114,411
-2.1%
0.40%
-5.5%
Q3 2019$3,433,000
-40.2%
116,822
-39.1%
0.42%
-36.2%
Q2 2019$5,744,000
+2.9%
191,778
+4.2%
0.66%
+1.9%
Q1 2019$5,582,000
+19.9%
184,112
+10.4%
0.64%
+2.4%
Q4 2018$4,655,000
+386.9%
166,717
+499.0%
0.63%
+429.4%
Q3 2018$956,000
-6.7%
27,833
-6.8%
0.12%
-12.5%
Q2 2018$1,025,000
+2.9%
29,853
+6.1%
0.14%0.0%
Q1 2018$996,000
+11.7%
28,136
+11.9%
0.14%
+10.6%
Q4 2017$892,000
+10.9%
25,153
+9.5%
0.12%
+0.8%
Q3 2017$804,00022,9630.12%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 304,394$8,870,0333.01%
CarsonAllaria Wealth Management, Ltd. 126,347$3,681,7592.99%
Eagle Bluffs Wealth Management LLC 89,753$2,615,4022.01%
N.E.W. Advisory Services LLC 437,746$12,755,9181.81%
Annapolis Financial Services, LLC 151,905$4,426,5041.28%
Upper Left Wealth Management, LLC 34,509$1,005,5931.05%
TOBIAS FINANCIAL ADVISORS, INC. 131,215$3,823,6141.00%
Baystate Wealth Management LLC 406,756$11,852,8880.98%
Aspire Private Capital, LLC 92,136$2,684,8520.88%
Resource Planning Group 25,393$737,4590.62%
View complete list of SPDR INDEX SHS FDS shareholders