ASPIRIANT, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 129 filers reported holding SPDR INDEX SHS FDS in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ASPIRIANT, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2024$270,071
-7.7%
8,315
-9.8%
0.01%
-15.4%
Q4 2023$292,732
-22.4%
9,217
-28.8%
0.01%
-31.6%
Q3 2023$377,334
-4.5%
12,9490.0%0.02%
-5.0%
Q2 2023$395,074
-1.5%
12,9490.0%0.02%
-4.8%
Q1 2023$401,031
+5.3%
12,9490.0%0.02%
+10.5%
Q4 2022$380,830
-26.6%
12,949
-35.1%
0.02%
-24.0%
Q3 2022$519,000
+38.4%
19,946
+53.5%
0.02%
+38.9%
Q2 2022$375,000
-18.1%
12,9930.0%0.02%
-28.0%
Q1 2022$458,000
-2.1%
12,993
+4.9%
0.02%0.0%
Q4 2021$468,000
+4.9%
12,385
+6.8%
0.02%
-3.8%
Q3 2021$446,000
-0.4%
11,5930.0%0.03%
+4.0%
Q2 2021$448,000
+3.5%
11,5930.0%0.02%
-10.7%
Q1 2021$433,000
-47.4%
11,593
-50.1%
0.03%
-50.0%
Q4 2020$823,000
+16.6%
23,2450.0%0.06%
+1.8%
Q3 2020$706,000
+10.8%
23,2450.0%0.06%
-6.8%
Q2 2020$637,000
+18.0%
23,245
-2.1%
0.06%
+11.3%
Q1 2020$540,000
-44.8%
23,737
-22.7%
0.05%
-41.8%
Q4 2019$978,000
+7.8%
30,727
-0.5%
0.09%
+12.3%
Q3 2019$907,000
-2.1%
30,8890.0%0.08%
+5.2%
Q2 2019$926,000
+14.6%
30,889
+15.9%
0.08%
+16.7%
Q1 2019$808,000
+8.7%
26,6440.0%0.07%
+17.9%
Q4 2018$743,000
-18.8%
26,6440.0%0.06%
-28.2%
Q3 2018$915,000
+0.1%
26,6440.0%0.08%0.0%
Q2 2018$914,000
-7.7%
26,644
-4.7%
0.08%
-9.3%
Q1 2018$990,000
+44.5%
27,967
+44.9%
0.09%
-57.2%
Q4 2017$685,000
-57.9%
19,295
-58.5%
0.20%
+47.8%
Q3 2017$1,626,000
+5.7%
46,444
+0.7%
0.14%
+1.5%
Q2 2017$1,539,000
+35.1%
46,137
+27.7%
0.13%
+38.1%
Q1 2017$1,139,000
+1.5%
36,120
-6.6%
0.10%
-4.9%
Q4 2016$1,122,000
-23.5%
38,690
-17.3%
0.10%
-30.1%
Q3 2016$1,467,000
-20.4%
46,771
-26.2%
0.15%
-16.1%
Q2 2016$1,842,000
-7.9%
63,384
-9.5%
0.17%
-8.9%
Q1 2016$2,001,000
+3.0%
70,039
+1.8%
0.19%
-10.3%
Q4 2015$1,942,000
+16.7%
68,779
+13.7%
0.21%
+54.3%
Q3 2015$1,664,000
+52.1%
60,467
+68.7%
0.14%
+29.0%
Q2 2015$1,094,000
-10.0%
35,841
-14.6%
0.11%
-32.3%
Q1 2015$1,215,000
-43.9%
41,944
-47.1%
0.16%
-45.5%
Q4 2014$2,167,000
+45.2%
79,342
+73.8%
0.29%
+39.4%
Q3 2014$1,492,000
-25.5%
45,647
-19.6%
0.21%
-24.6%
Q2 2014$2,003,000
-6.7%
56,787
-10.3%
0.28%
-11.3%
Q1 2014$2,146,000
-18.7%
63,321
-19.5%
0.31%
-24.3%
Q4 2013$2,640,000
+2.3%
78,641
-0.4%
0.41%
-11.0%
Q3 2013$2,581,000
+9.5%
78,967
-3.4%
0.46%
+24.9%
Q2 2013$2,358,00081,7480.37%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2017
NameSharesValueWeighting ↓
Baystate Wealth Management LLC 967,102$30,348,0005.84%
Cardan Capital Partners, LLC 492,597$15,527,0003.24%
Bellecapital International Ltd. 85,770$2,703,0002.50%
WP Advisors, LLC 110,016$3,468,0002.18%
Carlson Capital Management 207,884$6,552,0002.12%
Accredited Investors Inc. 216,352$6,819,0001.70%
Mosaic Financial Partners, Inc. 76,226$2,403,0001.52%
Rinet Co LLC 101,663$3,204,0001.46%
MANAGED ACCOUNT SERVICES INC 53,546$1,688,0001.25%
Transamerica Financial Advisors, Inc. 210,420$6,633,0000.79%
View complete list of SPDR INDEX SHS FDS shareholders