UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 189 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$538,671
-4.5%
18,4860.0%0.00%
+33.3%
Q2 2023$563,996
-6.2%
18,486
-4.8%
0.00%0.0%
Q1 2023$601,425
+29.7%
19,420
+23.2%
0.00%0.0%
Q4 2022$463,725
+5.6%
15,768
-6.4%
0.00%0.0%
Q3 2022$439,000
-12.4%
16,845
-2.7%
0.00%0.0%
Q2 2022$501,000
-20.0%
17,315
-2.8%
0.00%0.0%
Q1 2022$626,000
-7.0%
17,8150.0%0.00%0.0%
Q4 2021$673,000
-1.9%
17,8150.0%0.00%0.0%
Q3 2021$686,000
-0.4%
17,8150.0%0.00%0.0%
Q2 2021$689,000
+3.5%
17,8150.0%0.00%
-25.0%
Q1 2021$666,000
+4.6%
17,815
-1.0%
0.00%0.0%
Q4 2020$637,000
-19.0%
17,987
-30.5%
0.00%
-20.0%
Q3 2020$786,000
+7.4%
25,890
-3.3%
0.01%0.0%
Q2 2020$732,000
+16.0%
26,762
-3.4%
0.01%0.0%
Q1 2020$631,000
-35.5%
27,699
-9.7%
0.01%
-16.7%
Q4 2019$978,000
+5.8%
30,686
-2.4%
0.01%0.0%
Q3 2019$924,000
-9.9%
31,447
-8.1%
0.01%
-14.3%
Q2 2019$1,025,000
-9.9%
34,233
-8.7%
0.01%
-12.5%
Q1 2019$1,137,000
-9.8%
37,487
-17.0%
0.01%
-20.0%
Q4 2018$1,261,000
+28.4%
45,178
+58.1%
0.01%
+42.9%
Q3 2018$982,0000.0%28,570
-0.1%
0.01%0.0%
Q2 2018$982,000
-6.7%
28,609
-3.8%
0.01%
-12.5%
Q1 2018$1,052,000
-2.5%
29,729
-2.2%
0.01%
-11.1%
Q4 2017$1,079,000
-9.7%
30,409
-10.9%
0.01%
-10.0%
Q3 2017$1,195,000
-0.3%
34,128
-5.0%
0.01%
-9.1%
Q2 2017$1,199,000
+2.6%
35,941
-3.1%
0.01%0.0%
Q1 2017$1,169,000
-2.7%
37,093
-10.5%
0.01%
-8.3%
Q4 2016$1,202,000
-37.9%
41,442
-32.8%
0.01%
-36.8%
Q3 2016$1,936,000
-7.8%
61,707
-14.7%
0.02%
-9.5%
Q2 2016$2,099,000
-10.8%
72,368
-12.2%
0.02%
-19.2%
Q1 2016$2,354,000
-7.5%
82,379
-8.6%
0.03%
-10.3%
Q4 2015$2,544,000
+6.5%
90,124
+3.8%
0.03%0.0%
Q3 2015$2,389,000
-12.5%
86,800
-3.0%
0.03%
-9.4%
Q2 2015$2,730,000
-7.5%
89,449
-7.2%
0.03%
-11.1%
Q1 2015$2,950,000
+216.5%
96,439
+182.6%
0.04%
+414.3%
Q4 2014$932,000
+67.0%
34,128
+100.0%
0.01%
-30.0%
Q3 2014$558,000
-7.0%
17,064
+0.3%
0.01%
-9.1%
Q2 2014$600,000
+3.8%
17,017
-0.2%
0.01%
-8.3%
Q1 2014$578,000
+1.2%
17,050
+0.2%
0.01%
-36.8%
Q4 2013$571,000
+2.5%
17,017
-0.2%
0.02%
+5.6%
Q3 2013$557,000
+13.2%
17,0500.0%0.02%
+38.5%
Q2 2013$492,00017,0500.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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