Simplicity Solutions, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 207 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is 12.26 and the average weighting 0.1%.

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 Q2 2023
NameSharesValueWeighting ↓
Larson Financial Group LLC 308,585$8,616,0007.97%
Baystate Wealth Management LLC 1,213,224$35,693,0005.20%
WASHINGTON TRUST BANK 1,174,877$32,803,0004.31%
Landmark Bank 192,231$5,367,0003.97%
Bellecapital International Ltd. 165,930$4,633,0003.30%
Advisory Alpha, LLC 218,093$6,408,0003.02%
WP Advisors, LLC 103,223$2,882,0002.84%
Resource Planning Group 94,378$2,635,0001.96%
Carlson Capital Management 237,862$6,641,0001.89%
Savant Capital, LLC 293,836$8,204,0001.72%
View complete list of SPDR INDEX SHS FDS shareholders