Asset Dedication, 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
Asset Dedication, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$424
-4.7%
14,468
-0.6%
0.04%
-5.3%
Q2 2023$445
-1.1%
14,560
+0.0%
0.04%
-9.5%
Q1 2023$450
+4.9%
14,5580.0%0.04%
-4.5%
Q4 2022$429
-99.9%
14,558
+0.0%
0.04%
+4.8%
Q3 2022$382,000
-17.5%
14,557
-8.8%
0.04%
-39.1%
Q2 2022$463,000
-17.5%
15,962
+0.0%
0.07%
+11.3%
Q1 2022$561,000
-6.7%
15,9600.0%0.06%
-13.9%
Q4 2021$601,000
+23.7%
15,960
+26.4%
0.07%
+12.5%
Q3 2021$486,000
-2.4%
12,628
-2.4%
0.06%
-13.5%
Q2 2021$498,000
+6.2%
12,934
+2.2%
0.07%
-30.2%
Q1 2021$469,000
-12.3%
12,653
-16.7%
0.11%
-0.9%
Q4 2020$535,000
+15.3%
15,184
-0.6%
0.11%
+4.9%
Q3 2020$464,000
+29.6%
15,280
+17.4%
0.10%
+4.1%
Q2 2020$358,000
-12.3%
13,014
-28.0%
0.10%
-19.0%
Q1 2020$408,000
+47.3%
18,069
+107.3%
0.12%
+55.1%
Q4 2019$277,000
+54.7%
8,717
+45.7%
0.08%
+30.0%
Q3 2019$179,000
-3.2%
5,982
-2.5%
0.06%0.0%
Q2 2019$185,000
+20.1%
6,137
+22.4%
0.06%
+11.1%
Q1 2019$154,000
+24.2%
5,015
+13.3%
0.05%
+5.9%
Q4 2018$124,000
-23.9%
4,426
-6.7%
0.05%
-16.4%
Q3 2018$163,000
+19.9%
4,743
+21.3%
0.06%
+32.6%
Q2 2018$136,000
+23.6%
3,910
+25.9%
0.05%
-16.4%
Q1 2018$110,000
+223.5%
3,105
+220.4%
0.06%
+292.9%
Q4 2017$34,000
+100.0%
969
+57.3%
0.01%
+27.3%
Q4 2015$17,0006160.01%
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