Transamerica Financial Advisors, Inc. - 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
Transamerica Financial Advisors, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$10.0%6
+20.0%
0.00%
Q2 2023$10.0%50.0%0.00%
Q1 2023$10.0%5
-50.0%
0.00%
Q4 2022$1
-99.9%
10
+11.1%
0.00%
Q3 2022$1,0000.0%9
+50.0%
0.00%
Q2 2022$1,0000.0%6
-40.0%
0.00%
Q2 2020$1,0000.0%10
+66.7%
0.00%
-100.0%
Q1 2020$1,0000.0%60.0%0.02%
+28.6%
Q4 2019$1,0000.0%60.0%0.01%
+7.7%
Q3 2019$1,000
-50.0%
6
-88.5%
0.01%
Q2 2019$2,000
+100.0%
52
+766.7%
0.00%
-100.0%
Q1 2019$1,000
-66.7%
6
-93.8%
0.01%
+500.0%
Q4 2018$3,000
-40.0%
97
-21.8%
0.00%0.0%
Q3 2018$5,000
-66.7%
124
-70.0%
0.00%
-66.7%
Q2 2018$15,000
-99.6%
413
-99.6%
0.00%
-99.5%
Q1 2018$4,061,000
-7.3%
114,733
-7.1%
0.60%
+3.4%
Q4 2017$4,383,000
-25.7%
123,519
-26.7%
0.58%
-20.5%
Q3 2017$5,903,000
-0.6%
168,554
-5.3%
0.73%
-9.4%
Q2 2017$5,939,000
-10.5%
178,026
-15.4%
0.81%
+1.5%
Q1 2017$6,633,000
+14.8%
210,420
+5.6%
0.79%
+15.2%
Q4 2016$5,780,000
-21.5%
199,309
-15.1%
0.69%
-13.7%
Q3 2016$7,364,000
-8.6%
234,738
-15.3%
0.80%
-1.7%
Q2 2016$8,054,000
-15.5%
277,089
-16.9%
0.81%
+0.7%
Q1 2016$9,528,000
-10.4%
333,472
-11.5%
0.81%
+3.2%
Q4 2015$10,632,000
+5.1%
376,601
+2.5%
0.78%
-3.8%
Q3 2015$10,114,000
-4.4%
367,506
+6.0%
0.81%
+7.1%
Q2 2015$10,580,000
-2.7%
346,626
-7.7%
0.76%0.0%
Q1 2015$10,875,000
+44.5%
375,487
+36.3%
0.76%
+28.3%
Q4 2014$7,525,000
-7.1%
275,515
+11.3%
0.59%
-19.3%
Q3 2014$8,096,000
-4.7%
247,651
+2.8%
0.73%
-1.1%
Q2 2014$8,499,000
+10.7%
240,962
+6.4%
0.74%
-3.0%
Q1 2014$7,676,000
+7.6%
226,495
+6.6%
0.76%
-1.5%
Q4 2013$7,134,000
+0.6%
212,497
-2.0%
0.78%
-15.8%
Q3 2013$7,089,000
+23.7%
216,825
+9.1%
0.92%
-1.8%
Q2 2013$5,733,000198,7750.94%
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