Simplicity Solutions, 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
Simplicity Solutions, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$644,577
+29.8%
22,120
+35.9%
0.02%
+50.0%
Q2 2023$496,428
+144.0%
16,271
+147.7%
0.01%
+180.0%
Q1 2023$203,473
-13.0%
6,570
-26.9%
0.01%
-85.3%
Q3 2022$234,000
-79.7%
8,990
-77.5%
0.03%
-77.3%
Q2 2022$1,154,000
-31.8%
39,874
-17.2%
0.15%
-27.9%
Q1 2022$1,692,000
+64.8%
48,130
+80.3%
0.21%
+31.6%
Q3 2021$1,027,000
+20.4%
26,695
+21.1%
0.16%
-6.5%
Q2 2021$853,000
+46.1%
22,052
+41.2%
0.17%
+31.0%
Q1 2021$584,000
-13.7%
15,621
-18.3%
0.13%
+1190.0%
Q4 2020$677,000
+75.4%
19,126
+50.3%
0.01%
+42.9%
Q3 2020$386,000
+22.2%
12,729
+10.0%
0.01%
+16.7%
Q2 2020$316,000
+24.9%
11,567
+4.0%
0.01%
-25.0%
Q1 2020$253,000
+4.1%
11,122
+45.9%
0.01%
+14.3%
Q4 2019$243,000
-5.1%
7,623
-16.8%
0.01%
-78.8%
Q4 2018$256,0009,1570.03%
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